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Credit Suisse’s H&R Block HRB Stock Holding History

Credit Suisse’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
2015
Q4 		– Sell
-300,000
Closed -$10.9M – 4278
2015
Q3 		$10.9M Buy
+300,000
New +$10.2M 0.01% 1072
2014
Q1 		– Sell
-185,300
Closed -$5.38M – 4749
2013
Q4 		$5.38M Buy
+185,300
New +$5.26M ﹤0.01% 1786

Other funds holding HRB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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.