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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
2021
Q3 		– Sell
-20,017
Closed -$516K – 140
2021
Q2 		$516K Buy
+20,017
New +$474K 0.64% 62

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
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

OmniStar Financial Group's HRB Position: Q1 2024 in Review

OmniStar Financial Group sold out of H&R Block (HRB) in Q1 2024, closing a stake of 17,644 shares — an estimated $853K sold.

OmniStar Financial Group first reported a position in HRB in Q1 2019 and held it in 16 quarters. The position peaked at $1.22M in Q3 2023. 480 funds tracked by Wall St. Rank hold HRB as of Q1 2024.

  • OmniStar Financial Group reported no remaining H&R Block position as of Q1 2024 after selling out during the quarter.
  • OmniStar Financial Group sold 17,644 H&R Block shares in Q1 2024, an estimated $853K.
  • OmniStar Financial Group first reported a position in H&R Block in Q1 2019 and held it in 16 quarters.
  • OmniStar Financial Group's H&R Block position peaked at $1.22M in Q3 2023.
  • 480 funds tracked by Wall St. Rank held H&R Block as of Q1 2024.

Based on OmniStar Financial Group's 13F filing for Q1 2024, filed 23 Apr 2024.