D.E. Shaw & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.49M | Buy |
+46,800
| New | +$1.63M | ﹤0.01% | 3147 |
|
|
2025
Q1 | – | Sell |
-41,500
| Closed | -$2.19M | – | 4487 |
|
|
2024
Q4 | $2.19M | Hold |
41,500
| – | – | ﹤0.01% | 2652 |
|
|
2024
Q3 | $2.64M | Hold |
41,500
| – | – | ﹤0.01% | 2475 |
|
|
2024
Q2 | $2.25M | Hold |
41,500
| – | – | ﹤0.01% | 2553 |
|
|
2024
Q1 | $2.04M | Sell |
41,500
-20,700
| -33% | -$983K | ﹤0.01% | 2618 |
|
|
2023
Q4 | $3.01M | Hold |
62,200
| – | – | ﹤0.01% | 2335 |
|
|
2023
Q3 | $2.68M | Sell |
62,200
-65,200
| -51% | -$2.41M | ﹤0.01% | 2346 |
|
|
2023
Q2 | $4.06M | Buy |
127,400
+44,600
| +54% | +$1.44M | 0.01% | 2028 |
|
|
2023
Q1 | $2.92M | Sell |
82,800
-122,900
| -60% | -$4.55M | ﹤0.01% | 2400 |
|
|
2022
Q4 | $7.51M | Buy |
205,700
+119,500
| +139% | +$4.86M | 0.01% | 1708 |
|
|
2022
Q3 | $3.67M | Buy |
+86,200
| New | +$3.65M | 0.01% | 2423 |
|
|
2021
Q1 | – | Sell |
-220,700
| Closed | -$3.5M | – | 4263 |
|
|
2020
Q4 | $3.5M | Hold |
220,700
| – | – | ﹤0.01% | 2143 |
|
|
2020
Q3 | $3.6M | Buy |
220,700
+34,000
| +18% | +$500K | ﹤0.01% | 1940 |
|
|
2020
Q2 | $2.67M | Buy |
+186,700
| New | +$2.95M | ﹤0.01% | 2169 |
|
|
2016
Q4 | – | Sell |
-29,300
| Closed | -$678K | – | 3525 |
|
|
2016
Q3 | $678K | Buy |
+29,300
| New | +$686K | ﹤0.01% | 2628 |
|
|
2015
Q1 | – | Sell |
-79,700
| Closed | -$2.68M | – | 3800 |
|
|
2014
Q4 | $2.68M | Hold |
79,700
| – | – | 0.01% | 2035 |
|
|
2014
Q3 | $2.47M | Hold |
79,700
| – | – | 0.01% | 2076 |
|
|
2014
Q2 | $2.67M | Buy |
79,700
+50,000
| +168% | +$1.49M | 0.01% | 2080 |
|
|
2014
Q1 | $897K | Sell |
29,700
-120,200
| -80% | -$3.61M | ﹤0.01% | 3129 |
|
|
2013
Q4 | $4.35M | Buy |
149,900
+70,000
| +88% | +$1.99M | 0.01% | 1795 |
|
|
2013
Q3 | $2.13M | Buy |
79,900
+29,700
| +59% | +$864K | 0.01% | 2359 |
|
|
2013
Q2 | $1.39M | Buy |
+50,200
| New | +$1.43M | ﹤0.01% | 2443 |
|
Other funds holding HRB
VPM
VCM
