Meiji Yasuda Asset Management’s H&R Block HRB Stock Holding History

Meiji Yasuda Asset Management’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	-3,435	Closed	-$218K	–	687
2024 Q3	$218K	Buy	+3,435	New	+$205K	0.01%	631
2018 Q2	–	Sell	-19,690	Closed	-$500K	–	497
2018 Q1	$500K	Buy	+19,690	New	+$518K	0.05%	369
2017 Q2	–	Sell	-18,590	Closed	-$432K	–	491
2017 Q1	$432K	Buy	18,590 +1,700	+10%	+$38K	0.05%	375
2016 Q4	$388K	Buy	16,890 +800	+5%	+$18.3K	0.04%	382
2016 Q3	$372K	Buy	+16,090	New	+$376K	0.04%	371

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

Meiji Yasuda Asset Management's HRB Position: Q4 2024 in Review

Meiji Yasuda Asset Management sold out of H&R Block (HRB) in Q4 2024, closing a stake of 3,435 shares — an estimated $218K sold.

Meiji Yasuda Asset Management first reported a position in HRB in Q3 2016 and held it in 5 quarters. The position peaked at $500K in Q1 2018. 549 funds tracked by Wall St. Rank hold HRB as of Q4 2024.

Meiji Yasuda Asset Management reported no remaining H&R Block position as of Q4 2024 after selling out during the quarter.
Meiji Yasuda Asset Management sold 3,435 H&R Block shares in Q4 2024, an estimated $218K.
Meiji Yasuda Asset Management first reported a position in H&R Block in Q3 2016 and held it in 5 quarters.
Meiji Yasuda Asset Management's H&R Block position peaked at $500K in Q1 2018.
549 funds tracked by Wall St. Rank held H&R Block as of Q4 2024.

Based on Meiji Yasuda Asset Management's 13F filing for Q4 2024, filed 12 Feb 2025.