AQR Capital Management’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $88.5M | Sell |
1,617,221
-171,819
| -10% | -$9.4M | 0.07% | 380 |
|
2025
Q1 | $97.4M | Sell |
1,789,040
-461,019
| -20% | -$25.1M | 0.1% | 276 |
|
2024
Q4 | $119M | Buy |
2,250,059
+120,181
| +6% | +$6.35M | 0.15% | 170 |
|
2024
Q3 | $135M | Sell |
2,129,878
-1,573
| -0.1% | -$99.8K | 0.19% | 126 |
|
2024
Q2 | $115M | Buy |
2,131,451
+606,250
| +40% | +$32.8M | 0.18% | 140 |
|
2024
Q1 | $74.7M | Sell |
1,525,201
-774,109
| -34% | -$37.9M | 0.13% | 192 |
|
2023
Q4 | $111M | Sell |
2,299,310
-420,169
| -15% | -$20.3M | 0.21% | 109 |
|
2023
Q3 | $117M | Sell |
2,719,479
-192,224
| -7% | -$8.28M | 0.24% | 90 |
|
2023
Q2 | $92.8M | Buy |
2,911,703
+647,810
| +29% | +$20.6M | 0.2% | 122 |
|
2023
Q1 | $79.3M | Buy |
2,263,893
+228,156
| +11% | +$7.99M | 0.17% | 136 |
|
2022
Q4 | $73.2M | Buy |
2,035,737
+602,289
| +42% | +$21.6M | 0.17% | 147 |
|
2022
Q3 | $61M | Buy |
1,433,448
+389,814
| +37% | +$16.6M | 0.15% | 166 |
|
2022
Q2 | $36.3M | Buy |
1,043,634
+873,787
| +514% | +$30.4M | 0.08% | 313 |
|
2022
Q1 | $4.42M | Sell |
169,847
-263,711
| -61% | -$6.87M | 0.01% | 879 |
|
2021
Q4 | $10.2M | Sell |
433,558
-632,724
| -59% | -$14.9M | 0.02% | 675 |
|
2021
Q3 | $26.7M | Sell |
1,066,282
-271,939
| -20% | -$6.8M | 0.05% | 407 |
|
2021
Q2 | $31.3M | Sell |
1,338,221
-307,908
| -19% | -$7.2M | 0.05% | 383 |
|
2021
Q1 | $35.6M | Buy |
1,646,129
+253,347
| +18% | +$5.48M | 0.06% | 362 |
|
2020
Q4 | $21.8M | Sell |
1,392,782
-1,755,488
| -56% | -$27.5M | 0.04% | 430 |
|
2020
Q3 | $51.3M | Buy |
3,148,270
+1,240,973
| +65% | +$20.2M | 0.09% | 256 |
|
2020
Q2 | $26.9M | Sell |
1,907,297
-512,731
| -21% | -$7.23M | 0.04% | 416 |
|
2020
Q1 | $34M | Sell |
2,420,028
-834,010
| -26% | -$11.7M | 0.06% | 359 |
|
2019
Q4 | $76.2M | Sell |
3,254,038
-1,093,977
| -25% | -$25.6M | 0.09% | 292 |
|
2019
Q3 | $102M | Buy |
4,348,015
+1,468,432
| +51% | +$34.6M | 0.12% | 204 |
|
2019
Q2 | $83.8M | Sell |
2,879,583
-184,171
| -6% | -$5.36M | 0.09% | 247 |
|
2019
Q1 | $73.3M | Buy |
3,063,754
+658,516
| +27% | +$15.8M | 0.08% | 287 |
|
2018
Q4 | $61M | Buy |
2,405,238
+977,811
| +69% | +$24.8M | 0.07% | 298 |
|
2018
Q3 | $36.8M | Sell |
1,427,427
-434,393
| -23% | -$11.2M | 0.04% | 460 |
|
2018
Q2 | $42.5M | Sell |
1,861,820
-1,143,985
| -38% | -$26.1M | 0.04% | 442 |
|
2018
Q1 | $76.4M | Sell |
3,005,805
-2,153,049
| -42% | -$54.7M | 0.08% | 289 |
|
2017
Q4 | $135M | Buy |
5,158,854
+906,272
| +21% | +$23.8M | 0.14% | 189 |
|
2017
Q3 | $115M | Buy |
4,252,582
+71,049
| +2% | +$1.92M | 0.14% | 193 |
|
2017
Q2 | $129M | Buy |
4,181,533
+2,303,930
| +123% | +$71.2M | 0.17% | 158 |
|
2017
Q1 | $43.7M | Sell |
1,877,603
-504,744
| -21% | -$11.7M | 0.06% | 435 |
|
2016
Q4 | $54.8M | Buy |
2,382,347
+249,243
| +12% | +$5.73M | 0.08% | 354 |
|
2016
Q3 | $49.4M | Buy |
2,133,104
+1,132,024
| +113% | +$26.2M | 0.08% | 352 |
|
2016
Q2 | $23M | Buy |
1,001,080
+353,239
| +55% | +$8.12M | 0.04% | 517 |
|
2016
Q1 | $17.1M | Sell |
647,841
-50,686
| -7% | -$1.34M | 0.03% | 575 |
|
2015
Q4 | $23.3M | Sell |
698,527
-930,394
| -57% | -$31M | 0.04% | 510 |
|
2015
Q3 | $59M | Buy |
1,628,921
+268,835
| +20% | +$9.73M | 0.12% | 233 |
|
2015
Q2 | $40.3M | Buy |
1,360,086
+673,467
| +98% | +$20M | 0.08% | 297 |
|
2015
Q1 | $22M | Sell |
686,619
-111,303
| -14% | -$3.57M | 0.05% | 372 |
|
2014
Q4 | $26.9M | Buy |
797,922
+312,117
| +64% | +$10.5M | 0.06% | 395 |
|
2014
Q3 | $15.1M | Buy |
485,805
+53,585
| +12% | +$1.66M | 0.04% | 475 |
|
2014
Q2 | $14.5M | Sell |
432,220
-152,821
| -26% | -$5.12M | 0.04% | 517 |
|
2014
Q1 | $17.7M | Sell |
585,041
-1,340,136
| -70% | -$40.5M | 0.05% | 418 |
|
2013
Q4 | $55.9M | Buy |
1,925,177
+543,500
| +39% | +$15.8M | 0.17% | 158 |
|
2013
Q3 | $36.8M | Buy |
1,381,677
+789,980
| +134% | +$21.1M | 0.13% | 204 |
|
2013
Q2 | $16.4M | Buy |
+591,697
| New | +$16.4M | 0.06% | 402 |
|