CG
HRB icon

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 		– Sell
-3,400
Closed -$13K – 2822
2023
Q4 		$13K Buy
3,400
+2,700
+386% +$120K ﹤0.01% 2236
2023
Q3 		$1K Buy
+700
New +$25.8K ﹤0.01% 3520
2021
Q3 		– Sell
-6,300
Closed -$3K – 5972
2021
Q2 		$3K Sell
6,300
-19,900
-76% -$471K ﹤0.01% 4774
2021
Q1 		$71K Buy
26,200
+19,300
+280% +$365K ﹤0.01% 2040
2020
Q4 		$2K Buy
+6,900
New +$119K ﹤0.01% 4166
2020
Q1 		– Sell
-7,700
Closed -$1K – 4280
2019
Q4 		$1K Buy
+7,700
New +$185K ﹤0.01% 3681
2019
Q3 		– Sell
-700
Closed -$1K – 4327
2019
Q2 		$1K Sell
700
-16,500
-96% -$443K ﹤0.01% 3860
2019
Q1 		$6K Buy
17,200
+16,400
+2,050% +$403K ﹤0.01% 2794
2018
Q4 		$1K Buy
+800
New +$21.4K ﹤0.01% 3616
2018
Q3 		– Sell
-7,700
Closed -$1K – 4350
2018
Q2 		$1K Buy
+7,700
New +$204K ﹤0.01% 3830
2018
Q1 		– Sell
-6,900
Closed -$7K – 4771
2017
Q4 		$7K Sell
6,900
-1,800
-21% -$46.7K ﹤0.01% 3384
2017
Q3 		$6K Buy
8,700
+2,800
+47% +$81.3K ﹤0.01% 4218
2017
Q2 		$19K Buy
5,900
+100
+2% +$2.63K ﹤0.01% 3456
2017
Q1 		$6K Buy
5,800
+2,500
+76% +$55.9K ﹤0.01% 4542
2016
Q4 		$5K Sell
3,300
-500
-13% -$11.4K ﹤0.01% 4905
2016
Q3 		$7K Buy
+3,800
New +$88.9K ﹤0.01% 4594
2016
Q2 		– Sell
-8,700
Closed -$1K – 6894
2016
Q1 		$1K Sell
8,700
-37,100
-81% -$1.17M ﹤0.01% 5990
2015
Q4 		$32K Buy
+45,800
New +$1.63M ﹤0.01% 2917

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

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.