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Carmichael Hill & Associates’s H&R Block HRB Stock Holding History

Carmichael Hill & Associates’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
Q4 		– Sell
-10
Closed -$449 – 801
2023
Q3 		$449 Hold
10
– – ﹤0.01% 762
2023
Q2 		$329 Hold
10
– – ﹤0.01% 764
2023
Q1 		$361 Hold
10
– – ﹤0.01% 758
2022
Q4 		$370 Hold
10
– – ﹤0.01% 755
2022
Q3 		$0 Hold
10
– – ﹤0.01% 840
2022
Q2 		$0 Buy
+10
New +$309 ﹤0.01% 839

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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Carmichael Hill & Associates's HRB Position: Q4 2023 in Review

Carmichael Hill & Associates sold out of H&R Block (HRB) in Q4 2023, closing a stake of 10 shares — an estimated $449 sold.

Carmichael Hill & Associates first reported a position in HRB in Q2 2022 and held it in 6 quarters. The position peaked at $449 in Q3 2023. 467 funds tracked by Wall St. Rank hold HRB as of Q4 2023.

  • Carmichael Hill & Associates reported no remaining H&R Block position as of Q4 2023 after selling out during the quarter.
  • Carmichael Hill & Associates sold 10 H&R Block shares in Q4 2023, an estimated $449.
  • Carmichael Hill & Associates first reported a position in H&R Block in Q2 2022 and held it in 6 quarters.
  • Carmichael Hill & Associates's H&R Block position peaked at $449 in Q3 2023.
  • 467 funds tracked by Wall St. Rank held H&R Block as of Q4 2023.

Based on Carmichael Hill & Associates's 13F filing for Q4 2023, filed 23 Jan 2024.