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Boulder Hill Capital Management’s H&R Block HRB Stock Holding History

Boulder Hill Capital Management’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
Q2 		– Sell
-25,000
Closed -$1.23M – 46
2024
Q1 		$1.23M Buy
+25,000
New +$1.19M 0.51% 66
2023
Q2 		– Sell
-9,500
Closed -$335K – 132
2023
Q1 		$335K Buy
+9,500
New +$351K 0.27% 75

Other funds holding HRB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boulder Hill Capital Management's HRB Position: Q2 2024 in Review

Boulder Hill Capital Management sold out of H&R Block (HRB) in Q2 2024, closing a stake of 25,000 shares — an estimated $1.23M sold.

Boulder Hill Capital Management first reported a position in HRB in Q1 2023 and held it in 2 quarters. The position peaked at $1.23M in Q1 2024. 495 funds tracked by Wall St. Rank hold HRB as of Q2 2024.

  • Boulder Hill Capital Management reported no remaining H&R Block position as of Q2 2024 after selling out during the quarter.
  • Boulder Hill Capital Management sold 25,000 H&R Block shares in Q2 2024, an estimated $1.23M.
  • Boulder Hill Capital Management first reported a position in H&R Block in Q1 2023 and held it in 2 quarters.
  • Boulder Hill Capital Management's H&R Block position peaked at $1.23M in Q1 2024.
  • 495 funds tracked by Wall St. Rank held H&R Block as of Q2 2024.

Based on Boulder Hill Capital Management's 13F filing for Q2 2024.