Albion Financial Group’s H&R Block HRB Stock Holding History

Albion Financial Group’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
2024 Q1	–	Sell	-185	Closed	-$14.3K	–	510
2023 Q4	$14.3K	Buy	+185	New	+$8.25K	﹤0.01%	288

Other funds holding HRB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Albion Financial Group's HRB Position: Q1 2024 in Review

Albion Financial Group sold out of H&R Block (HRB) in Q1 2024, closing a stake of 185 shares — an estimated $14.3K sold.

Albion Financial Group first reported a position in HRB in Q4 2023 and held it in 1 quarter. The position peaked at $14.3K in Q4 2023. 480 funds tracked by Wall St. Rank hold HRB as of Q1 2024.

Albion Financial Group reported no remaining H&R Block position as of Q1 2024 after selling out during the quarter.
Albion Financial Group sold 185 H&R Block shares in Q1 2024, an estimated $14.3K.
Albion Financial Group first reported a position in H&R Block in Q4 2023 and held it in 1 quarter.
Albion Financial Group's H&R Block position peaked at $14.3K in Q4 2023.
480 funds tracked by Wall St. Rank held H&R Block as of Q1 2024.

Based on Albion Financial Group's 13F filing for Q1 2024, filed 19 Apr 2024.