Zions Bancorporation’s H&R Block HRB Stock Holding History

Zions Bancorporation’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
2022 Q4	–	Sell	-252	Closed	-$11K	–	1079
2022 Q3	$11K	Sell	252 -273	-52%	-$11.6K	﹤0.01%	649
2022 Q2	$19K	Sell	525 -190	-27%	-$5.87K	﹤0.01%	610
2022 Q1	$19K	Buy	+715	New	+$17.4K	﹤0.01%	679
2021 Q2	–	Sell	-7	Closed	–	–	997
2021 Q1	$0	Sell	7 -3	-30%	-$57	﹤0.01%	969
2020 Q4	$0	Hold	10	–	–	﹤0.01%	976
2020 Q3	$0	Buy	+10	New	+$147	﹤0.01%	1038
2020 Q2	–	Sell	-43	Closed	-$1K	–	949
2020 Q1	$1K	Buy	+43	New	+$901	﹤0.01%	862
2018 Q4	–	Sell	-179	Closed	-$5K	–	617
2018 Q3	$5K	Buy	+179	New	+$4.54K	﹤0.01%	634
2017 Q4	–	Sell	-127	Closed	-$3K	–	772
2017 Q3	$3K	Buy	+127	New	+$3.69K	﹤0.01%	977
2016 Q2	–	Sell	-71	Closed	-$1K	–	865
2016 Q1	$1K	Hold	71	–	–	﹤0.01%	824
2015 Q4	$2K	Hold	71	–	–	﹤0.01%	716
2015 Q3	$3K	Buy	+71	New	+$2.4K	﹤0.01%	678
2015 Q2	–	Sell	-71	Closed	-$2K	–	470
2015 Q1	$2K	Buy	+71	New	+$2.38K	﹤0.01%	794

Other funds holding HRB

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Zions Bancorporation's HRB Position: Q4 2022 in Review

Zions Bancorporation sold out of H&R Block (HRB) in Q4 2022, closing a stake of 252 shares — an estimated $11K sold.

Zions Bancorporation first reported a position in HRB in Q1 2015 and held it in 13 quarters. The position peaked at $19K in Q2 2022. 452 funds tracked by Wall St. Rank hold HRB as of Q4 2022.

Zions Bancorporation reported no remaining H&R Block position as of Q4 2022 after selling out during the quarter.
Zions Bancorporation sold 252 H&R Block shares in Q4 2022, an estimated $11K.
Zions Bancorporation first reported a position in H&R Block in Q1 2015 and held it in 13 quarters.
Zions Bancorporation's H&R Block position peaked at $19K in Q2 2022.
452 funds tracked by Wall St. Rank held H&R Block as of Q4 2022.

Based on Zions Bancorporation's 13F filing for Q4 2022, filed 10 Feb 2023.