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Grey Street Capital’s H&R Block HRB Stock Holding History

Grey Street Capital’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 		$276K Buy
+5,593
New +$266K 0.04% 412

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

Grey Street Capital's HRB Position: Q1 2024 in Review

Grey Street Capital opened a new position in H&R Block (HRB) in Q1 2024: 5,593 shares worth $276K. The stake represents 0.04% of the portfolio and ranks #412 among its holdings.

480 funds tracked by Wall St. Rank hold HRB as of Q1 2024.

  • Grey Street Capital held 5,593 shares of H&R Block worth $276K as of Q1 2024.
  • H&R Block was a new Grey Street Capital position in Q1 2024.
  • H&R Block made up 0.04% of Grey Street Capital's portfolio in Q1 2024, its #412 holding.
  • 480 funds tracked by Wall St. Rank held H&R Block as of Q1 2024.

Based on Grey Street Capital's 13F filing for Q1 2024, filed 9 Aug 2024.