Dorsey Wright & Associates’s H&R Block HRB Stock Holding History

Dorsey Wright & Associates’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
2025 Q1	–	Sell	-7,803	Closed	-$412K	–	132
2024 Q4	$412K	Sell	7,803 -10	-0.1%	-$588	0.1%	109
2024 Q3	$497K	Hold	7,813	–	–	0.12%	106
2024 Q2	$424K	Sell	7,813 -29,459	-79%	-$1.47M	0.11%	107
2024 Q1	$1.83M	Buy	37,272 +14,609	+64%	+$694K	0.48%	94
2023 Q4	$1.1M	Buy	+22,663	New	+$1.01M	0.33%	102
2023 Q2	–	Sell	-177,053	Closed	-$6.24M	–	317
2023 Q1	$6.24M	Sell	177,053 -27,911	-14%	-$1.03M	1.89%	4
2022 Q4	$7.48M	Buy	+204,964	New	+$8.33M	2.18%	3
2022 Q2	$6.28M	Buy	+177,884	New	+$5.49M	1.84%	3
2021 Q4	–	Sell	-116,898	Closed	-$2.92M	–	301
2021 Q3	$2.92M	Buy	+116,898	New	+$2.91M	0.64%	72

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Dorsey Wright & Associates's HRB Position: Q1 2025 in Review

Dorsey Wright & Associates sold out of H&R Block (HRB) in Q1 2025, closing a stake of 7,803 shares — an estimated $412K sold.

Dorsey Wright & Associates first reported a position in HRB in Q3 2021 and held it in 9 quarters. The position peaked at $7.48M in Q4 2022. 562 funds tracked by Wall St. Rank hold HRB as of Q1 2025.

Dorsey Wright & Associates reported no remaining H&R Block position as of Q1 2025 after selling out during the quarter.
Dorsey Wright & Associates sold 7,803 H&R Block shares in Q1 2025, an estimated $412K.
Dorsey Wright & Associates first reported a position in H&R Block in Q3 2021 and held it in 9 quarters.
Dorsey Wright & Associates's H&R Block position peaked at $7.48M in Q4 2022.
562 funds tracked by Wall St. Rank held H&R Block as of Q1 2025.

Based on Dorsey Wright & Associates's 13F filing for Q1 2025, filed 6 May 2025.