Itau Unibanco Holding S.A.’s H&R Block HRB Stock Holding History

Itau Unibanco Holding S.A.’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 Q4	–	Sell	-108	Closed	-$7.25K	–	397
2024 Q3	$7.25K	Sell	108 -27	-20%	-$1.61K	﹤0.01%	295
2024 Q2	$8.71K	Buy	+135	New	+$6.72K	﹤0.01%	289
2020 Q1	–	Sell	-6,897	Closed	-$162K	–	608
2019 Q4	$162K	Buy	+6,897	New	+$166K	0.01%	330
2019 Q2	–	Sell	-4,693	Closed	-$118K	–	761
2019 Q1	$118K	Hold	4,693	–	–	0.01%	322
2018 Q4	$118K	Buy	4,693 +52	+1%	+$1.39K	0.01%	322
2018 Q3	$120K	Buy	4,641 +2,385	+106%	+$60.5K	0.01%	433
2018 Q2	$51K	Sell	2,256 -4,835	-68%	-$128K	0.01%	618
2018 Q1	$180K	Buy	+7,091	New	+$187K	﹤0.01%	388
2016 Q4	–	Sell	-1,100	Closed	-$25K	–	474
2016 Q3	$25K	Buy	+1,100	New	+$25.7K	﹤0.01%	245

Other funds holding HRB

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

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

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

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

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

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Itau Unibanco Holding S.A.'s HRB Position: Q4 2024 in Review

Itau Unibanco Holding S.A. sold out of H&R Block (HRB) in Q4 2024, closing a stake of 108 shares — an estimated $7.25K sold.

Itau Unibanco Holding S.A. first reported a position in HRB in Q3 2016 and held it in 9 quarters. The position peaked at $180K in Q1 2018. 549 funds tracked by Wall St. Rank hold HRB as of Q4 2024.

Itau Unibanco Holding S.A. reported no remaining H&R Block position as of Q4 2024 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 108 H&R Block shares in Q4 2024, an estimated $7.25K.
Itau Unibanco Holding S.A. first reported a position in H&R Block in Q3 2016 and held it in 9 quarters.
Itau Unibanco Holding S.A.'s H&R Block position peaked at $180K in Q1 2018.
549 funds tracked by Wall St. Rank held H&R Block as of Q4 2024.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q4 2024, filed 14 Feb 2025.