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
2022 Q3	–	Sell	-4,400	Closed	-$1K	–	5159
2022 Q2	$1K	Buy	+4,400	New	+$136K	﹤0.01%	4604
2021 Q1	–	Sell	-4,400	Closed	-$2K	–	5906
2020 Q4	$2K	Buy	+4,400	New	+$76K	﹤0.01%	4167
2020 Q1	–	Sell	-9,800	Closed	-$1K	–	4281
2019 Q4	$1K	Buy	9,800 +1,500	+18%	+$36K	﹤0.01%	3682
2019 Q3	$6K	Buy	+8,300	New	+$220K	﹤0.01%	2917
2019 Q2	–	Sell	-10,600	Closed	-$5K	–	4473
2019 Q1	$5K	Buy	+10,600	New	+$261K	﹤0.01%	2907
2018 Q3	–	Sell	-22,100	Closed	-$29K	–	4352
2018 Q2	$29K	Buy	+22,100	New	+$587K	﹤0.01%	1946
2018 Q1	–	Sell	-6,500	Closed	-$1K	–	4772
2017 Q4	$1K	Sell	6,500 -3,300	-34%	-$85.7K	﹤0.01%	4463
2017 Q3	$9K	Sell	9,800 -11,300	-54%	-$328K	﹤0.01%	3887
2017 Q2	$3K	Buy	21,100 +16,100	+322%	+$423K	﹤0.01%	5241
2017 Q1	$5K	Buy	5,000 +2,500	+100%	+$55.9K	﹤0.01%	4711
2016 Q4	$1K	Buy	2,500 +1,400	+127%	+$32K	﹤0.01%	6004
2016 Q3	$1K	Buy	+1,100	New	+$25.7K	﹤0.01%	6128
2016 Q2	–	Sell	-1,900	Closed	-$2K	–	6895
2016 Q1	$2K	Buy	+1,900	New	+$59.7K	﹤0.01%	5572

Other funds holding HRB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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.