LF
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Lee Financial’s H&R Block HRB Stock Holding History

Lee Financial’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 		– Sell
-113
Closed -$5.5K – 461
2023
Q4 		$5.5K Hold
113
– – ﹤0.01% 526
2023
Q3 		$4.9K Hold
113
– – ﹤0.01% 523
2023
Q2 		$3.63K Hold
113
– – ﹤0.01% 554
2023
Q1 		$4.03K Sell
113
-41
-27% -$1.52K ﹤0.01% 565
2022
Q4 		$5.62K Buy
154
+41
+36% +$1.67K ﹤0.01% 539
2022
Q3 		$5K Hold
113
– – ﹤0.01% 539
2022
Q2 		$4K Hold
113
– – ﹤0.01% 588
2022
Q1 		$3K Sell
113
-30
-21% -$728 ﹤0.01% 576
2021
Q4 		$4K Buy
143
+30
+27% +$728 ﹤0.01% 625
2021
Q3 		$3K Hold
113
– – ﹤0.01% 552
2021
Q2 		$3K Buy
+113
New +$2.67K ﹤0.01% 513

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 $3.38T AUM 44.17% 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

Lee Financial's HRB Position: Q1 2024 in Review

Lee Financial sold out of H&R Block (HRB) in Q1 2024, closing a stake of 113 shares — an estimated $5.5K sold.

Lee Financial first reported a position in HRB in Q2 2021 and held it in 11 quarters. The position peaked at $5.62K in Q4 2022. 480 funds tracked by Wall St. Rank hold HRB as of Q1 2024.

  • Lee Financial reported no remaining H&R Block position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 113 H&R Block shares in Q1 2024, an estimated $5.5K.
  • Lee Financial first reported a position in H&R Block in Q2 2021 and held it in 11 quarters.
  • Lee Financial's H&R Block position peaked at $5.62K in Q4 2022.
  • 480 funds tracked by Wall St. Rank held H&R Block as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.