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Handelsinvest Investeringsforvaltning’s H&R Block HRB Stock Holding History

Handelsinvest Investeringsforvaltning’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 		$150K Sell
3,055
-1,585
-34% -$75.3K 0.07% 303
2023
Q4 		$224K Buy
+4,640
New +$207K 0.09% 302

Other funds holding HRB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $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 $113B AUM 38.87% 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

Handelsinvest Investeringsforvaltning's HRB Position: Q1 2024 in Review

Handelsinvest Investeringsforvaltning reduced its H&R Block (HRB) stake by 34% in Q1 2024, selling an estimated $75.3K and leaving 3,055 shares worth $150K. The position accounts for 0.07% of the portfolio, ranked #303.

Handelsinvest Investeringsforvaltning first reported a position in HRB in Q4 2023 and has held it in 2 quarters since. The position peaked at $224K in Q4 2023. 480 funds tracked by Wall St. Rank hold HRB as of Q1 2024.

  • Handelsinvest Investeringsforvaltning held 3,055 shares of H&R Block worth $150K as of Q1 2024.
  • Handelsinvest Investeringsforvaltning sold 1,585 H&R Block shares in Q1 2024, an estimated $75.3K.
  • H&R Block made up 0.07% of Handelsinvest Investeringsforvaltning's portfolio in Q1 2024, its #303 holding.
  • Handelsinvest Investeringsforvaltning first reported a position in H&R Block in Q4 2023 and has held it in 2 quarters since.
  • Handelsinvest Investeringsforvaltning's H&R Block position peaked at $224K in Q4 2023.
  • 480 funds tracked by Wall St. Rank held H&R Block as of Q1 2024.

Based on Handelsinvest Investeringsforvaltning's 13F filing for Q1 2024, filed 19 Apr 2024.