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Kaizen Financial Strategies’s H&R Block HRB Stock Holding History

Kaizen Financial Strategies’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
-3,199
Closed -$203K – 137
2024
Q3 		$203K Buy
+3,199
New +$191K 0.12% 125
2022
Q4 		– Sell
-5,877
Closed -$250K – 127
2022
Q3 		$250K Buy
5,877
+36
+0.6% +$1.52K 0.25% 92
2022
Q2 		$206K Buy
+5,841
New +$180K 0.2% 116
2022
Q1 		– Sell
-9,169
Closed -$216K – 140
2021
Q4 		$216K Buy
9,169
+95
+1% +$2.3K 0.16% 132
2021
Q3 		$227K Buy
+9,074
New +$226K 0.18% 128

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Kaizen Financial Strategies's HRB Position: Q4 2024 in Review

Kaizen Financial Strategies sold out of H&R Block (HRB) in Q4 2024, closing a stake of 3,199 shares — an estimated $203K sold.

Kaizen Financial Strategies first reported a position in HRB in Q3 2021 and held it in 5 quarters. The position peaked at $250K in Q3 2022. 549 funds tracked by Wall St. Rank hold HRB as of Q4 2024.

  • Kaizen Financial Strategies reported no remaining H&R Block position as of Q4 2024 after selling out during the quarter.
  • Kaizen Financial Strategies sold 3,199 H&R Block shares in Q4 2024, an estimated $203K.
  • Kaizen Financial Strategies first reported a position in H&R Block in Q3 2021 and held it in 5 quarters.
  • Kaizen Financial Strategies's H&R Block position peaked at $250K in Q3 2022.
  • 549 funds tracked by Wall St. Rank held H&R Block as of Q4 2024.

Based on Kaizen Financial Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.