Zhang Financial’s H&R Block HRB Stock Holding History

Zhang Financial’s Portfolio HRB Stock Details HRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-7,631	Closed	-$245K	–	241
2023 Q2	$245K	Buy	+7,631	New	+$247K	0.03%	214

Other funds holding HRB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Zhang Financial's HRB Position: Q3 2023 in Review

Zhang Financial sold out of H&R Block (HRB) in Q3 2023, closing a stake of 7,631 shares — an estimated $245K sold.

Zhang Financial first reported a position in HRB in Q2 2023 and held it in 1 quarter. The position peaked at $245K in Q2 2023. 410 funds tracked by Wall St. Rank hold HRB as of Q3 2023.

Zhang Financial reported no remaining H&R Block position as of Q3 2023 after selling out during the quarter.
Zhang Financial sold 7,631 H&R Block shares in Q3 2023, an estimated $245K.
Zhang Financial first reported a position in H&R Block in Q2 2023 and held it in 1 quarter.
Zhang Financial's H&R Block position peaked at $245K in Q2 2023.
410 funds tracked by Wall St. Rank held H&R Block as of Q3 2023.

Based on Zhang Financial's 13F filing for Q3 2023, filed 11 Oct 2023.