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Rain Capital Management’s H&R Block HRB Stock Holding History

Rain Capital 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
Q2 		$283K Buy
5,707
+27
+0.5% +$1.34K 0.2% 40
2024
Q1 		$279K Buy
5,680
+48
+0.9% +$2.28K 0.19% 42
2023
Q4 		$272K Buy
5,632
+42
+0.8% +$1.87K 0.19% 37
2023
Q3 		$241K Buy
+5,590
New +$206K 0.23% 36
2023
Q1 		– Sell
-5,617
Closed -$205K – 123
2022
Q4 		$205K Buy
+5,617
New +$228K 0.15% 48

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rain Capital Management's HRB Position: Q2 2024 in Review

Rain Capital Management increased its H&R Block (HRB) stake by 0.48% in Q2 2024, buying an estimated $1.34K and bringing the position to 5,707 shares worth $283K. The position accounts for 0.2% of the portfolio, ranked #40.

Rain Capital Management first reported a position in HRB in Q4 2022 and has held it in 5 quarters since. 495 funds tracked by Wall St. Rank hold HRB as of Q2 2024.

  • Rain Capital Management held 5,707 shares of H&R Block worth $283K as of Q2 2024.
  • Rain Capital Management bought 27 H&R Block shares in Q2 2024, an estimated $1.34K.
  • H&R Block made up 0.2% of Rain Capital Management's portfolio in Q2 2024, its #40 holding.
  • Rain Capital Management first reported a position in H&R Block in Q4 2022 and has held it in 5 quarters since.
  • 495 funds tracked by Wall St. Rank held H&R Block as of Q2 2024.

Based on Rain Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.