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Cutler Group’s H&R Block HRB Stock Holding History

Cutler Group’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
Q1 		$46K Sell
941
-161
-15% -$7.65K 0.02% 710
2023
Q4 		$53K Sell
1,102
-5,970
-84% -$266K ﹤0.01% 1412
2023
Q3 		$304K Buy
+7,072
New +$261K 0.03% 588
2023
Q1 		– Sell
-513
Closed -$18K – 4200
2022
Q4 		$18K Sell
513
-1,410
-73% -$57.3K ﹤0.01% 2287
2022
Q3 		$81K Buy
1,923
+1,416
+279% +$59.9K 0.01% 1534
2022
Q2 		$17K Buy
+507
New +$15.7K ﹤0.01% 2800
2021
Q4 		– Sell
-1,080
Closed -$27K – 5656
2021
Q3 		$27K Buy
+1,080
New +$26.9K ﹤0.01% 3067
2021
Q2 		– Sell
-1,117
Closed -$26.4K – 5964
2021
Q1 		$24K Sell
1,117
-958
-46% -$18.1K ﹤0.01% 3059
2020
Q4 		$32K Buy
+2,075
New +$35.8K ﹤0.01% 2318
2020
Q2 		– Sell
-800
Closed -$11K – 4584
2020
Q1 		$11K Buy
+800
New +$16.8K ﹤0.01% 2655
2019
Q4 		– Sell
-2,872
Closed -$69K – 4231
2019
Q3 		$67K Sell
2,872
-3,721
-56% -$98.5K 0.01% 1332
2019
Q2 		$193K Buy
6,593
+6,470
+5,260% +$174K 0.02% 733
2019
Q1 		$2K Buy
+123
New +$3.02K ﹤0.01% 3387
2018
Q3 		– Sell
-5,990
Closed -$152K – 4351
2018
Q2 		$136K Buy
+5,990
New +$159K 0.01% 956
2017
Q3 		– Sell
-7,163
Closed -$208K – 6193
2017
Q2 		$221K Sell
7,163
-41,898
-85% -$1.1M 0.01% 1195
2017
Q1 		$1.14M Buy
49,061
+42,701
+671% +$955K 0.05% 329
2016
Q4 		$146K Sell
6,360
-372
-6% -$8.51K 0.01% 1572
2016
Q3 		$155K Buy
6,732
+2,226
+49% +$52.1K 0.01% 1435
2016
Q2 		$103K Buy
4,506
+3,114
+224% +$69.2K 0.01% 1664
2016
Q1 		$36K Buy
+1,392
New +$43.7K ﹤0.01% 2669

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 $3.37T AUM 44.26% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cutler Group's HRB Position: Q1 2024 in Review

Cutler Group reduced its H&R Block (HRB) stake by 15% in Q1 2024, selling an estimated $7.65K and leaving 941 shares worth $46K. The position accounts for 0.02% of the portfolio, ranked #710.

Cutler Group first reported a position in HRB in Q1 2016 and has held it in 20 quarters since. The position peaked at $1.14M in Q1 2017. 480 funds tracked by Wall St. Rank hold HRB as of Q1 2024.

  • Cutler Group held 941 shares of H&R Block worth $46K as of Q1 2024.
  • Cutler Group sold 161 H&R Block shares in Q1 2024, an estimated $7.65K.
  • H&R Block made up 0.02% of Cutler Group's portfolio in Q1 2024, its #710 holding.
  • Cutler Group first reported a position in H&R Block in Q1 2016 and has held it in 20 quarters since.
  • Cutler Group's H&R Block position peaked at $1.14M in Q1 2017.
  • 480 funds tracked by Wall St. Rank held H&R Block as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.