OFG
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OmniStar Financial Group’s H&R Block HRB Stock Holding History

OmniStar Financial Group’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
-17,644
Closed -$853K – 131
2023
Q4 		$853K Sell
17,644
-10,746
-38% -$479K 1.07% 27
2023
Q3 		$1.22M Sell
28,390
-46
-0.2% -$1.7K 1.45% 18
2023
Q2 		$906K Buy
28,436
+3,263
+13% +$105K 1.07% 27
2023
Q1 		$887K Buy
25,173
+13,399
+114% +$496K 1.13% 28
2022
Q4 		$430K Buy
11,774
+144
+1% +$5.85K 0.49% 75
2022
Q3 		$494K Buy
11,630
+3,852
+50% +$163K 0.59% 70
2022
Q2 		$274K Sell
7,778
-14,741
-65% -$455K 0.3% 95
2022
Q1 		$586K Buy
22,519
+578
+3% +$14K 0.58% 68
2021
Q4 		$516K Buy
21,941
+4,009
+22% +$97.2K 0.53% 72
2021
Q3 		$448K Buy
+17,932
New +$447K 0.53% 74
2021
Q2 		– Sell
-19,940
Closed -$472K – 137
2021
Q1 		$435K Sell
19,940
-29,326
-60% -$554K 0.55% 64
2020
Q4 		$781K Buy
49,266
+22,747
+86% +$393K 0.55% 63
2020
Q3 		$432K Buy
26,519
+10,577
+66% +$155K 0.33% 85
2020
Q2 		$228K Buy
15,942
+1,413
+10% +$22.3K 0.19% 105
2020
Q1 		$205K Buy
+14,529
New +$304K 0.2% 98
2019
Q2 		– Sell
-18,839
Closed -$451K – 114
2019
Q1 		$451K Buy
+18,839
New +$463K 0.4% 80

Other funds holding HRB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return