Massachusetts Financial Services
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Massachusetts Financial Services’s H&R Block HRB Stock Holding History

Massachusetts Financial Services’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
2023
Q4 		– Sell
-74,339
Closed -$3.2M – 853
2023
Q3 		$3.2M Hold
74,339
– – ﹤0.01% 684
2023
Q2 		$2.37M Buy
74,339
+578
+0.8% +$18.7K ﹤0.01% 689
2023
Q1 		$2.6M Buy
73,761
+28,942
+65% +$1.07M ﹤0.01% 691
2022
Q4 		$1.64M Buy
+44,819
New +$1.82M ﹤0.01% 745
2017
Q4 		– Sell
-254,570
Closed -$6.74M – 857
2017
Q3 		$6.74M Buy
+254,570
New +$7.39M ﹤0.01% 644

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services's HRB Position: Q4 2023 in Review

Massachusetts Financial Services sold out of H&R Block (HRB) in Q4 2023, closing a stake of 74,339 shares — an estimated $3.2M sold.

Massachusetts Financial Services first reported a position in HRB in Q3 2017 and held it in 5 quarters. The position peaked at $6.74M in Q3 2017. 467 funds tracked by Wall St. Rank hold HRB as of Q4 2023.

  • Massachusetts Financial Services reported no remaining H&R Block position as of Q4 2023 after selling out during the quarter.
  • Massachusetts Financial Services sold 74,339 H&R Block shares in Q4 2023, an estimated $3.2M.
  • Massachusetts Financial Services first reported a position in H&R Block in Q3 2017 and held it in 5 quarters.
  • Massachusetts Financial Services's H&R Block position peaked at $6.74M in Q3 2017.
  • 467 funds tracked by Wall St. Rank held H&R Block as of Q4 2023.

Based on Massachusetts Financial Services's 13F filing for Q4 2023, filed 8 Feb 2024.