Credit Suisse’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $11.1M | Buy |
225,861
+59
| +0% | +$2.8K | 0.01% | 877 |
|
|
2023
Q4 | $10.9M | Buy |
225,802
+19,057
| +9% | +$849K | 0.01% | 887 |
|
|
2023
Q3 | $8.9M | Sell |
206,745
-3,321
| -2% | -$123K | 0.01% | 951 |
|
|
2023
Q2 | $6.69M | Buy |
210,066
+12,431
| +6% | +$402K | 0.01% | 1150 |
|
|
2023
Q1 | $6.97M | Buy |
197,635
+8,327
| +4% | +$308K | 0.01% | 1107 |
|
|
2022
Q4 | $6.91M | Buy |
189,308
+48,660
| +35% | +$1.98M | 0.01% | 1108 |
|
|
2022
Q3 | $5.98M | Sell |
140,648
-1,611
| -1% | -$68.2K | 0.01% | 1156 |
|
|
2022
Q2 | $5.03M | Sell |
142,259
-15,963
| -10% | -$493K | 0.01% | 1277 |
|
|
2022
Q1 | $4.12M | Buy |
158,222
+5,947
| +4% | +$144K | ﹤0.01% | 1600 |
|
|
2021
Q4 | $3.59M | Sell |
152,275
-30,601
| -17% | -$742K | ﹤0.01% | 2299 |
|
|
2021
Q3 | $4.57M | Sell |
182,876
-4,600
| -2% | -$115K | ﹤0.01% | 2137 |
|
|
2021
Q2 | $4.38M | Sell |
187,476
-74,127
| -28% | -$1.75M | ﹤0.01% | 2198 |
|
|
2021
Q1 | $5.7M | Sell |
261,603
-4,149
| -2% | -$78.4K | ﹤0.01% | 1971 |
|
|
2020
Q4 | $4.21M | Sell |
265,752
-106,065
| -29% | -$1.83M | ﹤0.01% | 2225 |
|
|
2020
Q3 | $6.06M | Sell |
371,817
-1,414
| -0.4% | -$20.8K | ﹤0.01% | 1661 |
|
|
2020
Q2 | $5.33M | Buy |
373,231
+119,537
| +47% | +$1.89M | ﹤0.01% | 1670 |
|
|
2020
Q1 | $3.57M | Sell |
253,694
-103,696
| -29% | -$2.17M | ﹤0.01% | 1748 |
|
|
2019
Q4 | $8.39M | Sell |
357,390
-68,194
| -16% | -$1.64M | 0.01% | 1517 |
|
|
2019
Q3 | $10.1M | Sell |
425,584
-557
| -0.1% | -$14.7K | 0.01% | 1300 |
|
|
2019
Q2 | $12.5M | Sell |
426,141
-132,391
| -24% | -$3.56M | 0.01% | 1184 |
|
|
2019
Q1 | $13.4M | Buy |
558,532
+89,707
| +19% | +$2.21M | 0.01% | 1071 |
|
|
2018
Q4 | $11.9M | Sell |
468,825
-6,407
| -1% | -$171K | 0.01% | 1065 |
|
|
2018
Q3 | $12.2M | Buy |
475,232
+96,113
| +25% | +$2.44M | 0.01% | 1138 |
|
|
2018
Q2 | $8.64M | Sell |
379,119
-96,090
| -20% | -$2.55M | 0.01% | 1329 |
|
|
2018
Q1 | $12.1M | Sell |
475,209
-115,422
| -20% | -$3.04M | 0.01% | 1142 |
|
|
2017
Q4 | $15.5M | Buy |
590,631
+280,316
| +90% | +$7.28M | 0.01% | 1011 |
|
|
2017
Q3 | $8.22M | Sell |
310,315
-46,545
| -13% | -$1.35M | 0.01% | 1377 |
|
|
2017
Q2 | $11M | Buy |
356,860
+50,646
| +17% | +$1.33M | 0.01% | 1148 |
|
|
2017
Q1 | $7.12M | Sell |
306,214
-89,965
| -23% | -$2.01M | 0.01% | 1402 |
|
|
2016
Q4 | $9.11M | Buy |
396,179
+17,567
| +5% | +$402K | 0.01% | 1267 |
|
|
2016
Q3 | $8.77M | Sell |
378,612
-370,943
| -49% | -$8.68M | 0.01% | 1290 |
|
|
2016
Q2 | $17.2M | Buy |
749,555
+302,185
| +68% | +$6.72M | 0.02% | 844 |
|
|
2016
Q1 | $11.8M | Buy |
447,370
+111,831
| +33% | +$3.51M | 0.01% | 1018 |
|
|
2015
Q4 | $11.2M | Sell |
335,539
-2,408,426
| -88% | -$85.6M | 0.01% | 1092 |
|
|
2015
Q3 | $99.3M | Buy |
2,743,965
+2,275,573
| +486% | +$77.1M | 0.12% | 173 |
|
|
2015
Q2 | $13.9M | Sell |
468,392
-15,891
| -3% | -$498K | 0.01% | 1035 |
|
|
2015
Q1 | $15.5M | Sell |
484,283
-66,774
| -12% | -$2.24M | 0.02% | 944 |
|
|
2014
Q4 | $18.6M | Buy |
551,057
+10,918
| +2% | +$350K | 0.02% | 926 |
|
|
2014
Q3 | $16.8M | Sell |
540,139
-61,733
| -10% | -$2.01M | 0.01% | 1010 |
|
|
2014
Q2 | $20.2M | Buy |
601,872
+49,316
| +9% | +$1.47M | 0.02% | 932 |
|
|
2014
Q1 | $16.7M | Sell |
552,556
-84,006
| -13% | -$2.52M | 0.02% | 927 |
|
|
2013
Q4 | $18.5M | Sell |
636,562
-267,090
| -30% | -$7.58M | 0.02% | 869 |
|
|
2013
Q3 | $24.1M | Buy |
903,652
+11,035
| +1% | +$321K | 0.02% | 649 |
|
|
2013
Q2 | $24.8M | Buy |
+892,617
| New | +$25.5M | 0.03% | 659 |
|
Other funds holding HRB
Credit Suisse's HRB Position: Q1 2024 in Review
Credit Suisse increased its H&R Block (HRB) stake by 0.03% in Q1 2024, buying an estimated $2.8K and bringing the position to 225,861 shares worth $11.1M. The position accounts for 0.01% of the portfolio, ranked #877.
Credit Suisse first reported a position in HRB in Q2 2013 and has held it in 44 quarters since. The position peaked at $99.3M in Q3 2015. 480 funds tracked by Wall St. Rank hold HRB as of Q1 2024.
- Credit Suisse held 225,861 shares of H&R Block worth $11.1M as of Q1 2024.
- Credit Suisse bought 59 H&R Block shares in Q1 2024, an estimated $2.8K.
- H&R Block made up 0.01% of Credit Suisse's portfolio in Q1 2024, its #877 holding.
- Credit Suisse first reported a position in H&R Block in Q2 2013 and has held it in 44 quarters since.
- Credit Suisse's H&R Block position peaked at $99.3M in Q3 2015.
- 480 funds tracked by Wall St. Rank held H&R Block as of Q1 2024.
Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.