Renaissance Technologies’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-59,800
| Closed | -$3.16M | – | 3614 |
|
|
2024
Q4 | $3.16M | Sell |
59,800
-510,300
| -90% | -$27M | ﹤0.01% | 1735 |
|
|
2024
Q3 | $36.2M | Buy |
+570,100
| New | +$36.2M | 0.05% | 434 |
|
|
2023
Q4 | – | Sell |
-320,600
| Closed | -$13.8M | – | 3877 |
|
|
2023
Q3 | $13.8M | Buy |
+320,600
| New | +$13.8M | 0.02% | 745 |
|
|
2022
Q4 | – | Sell |
-1,168,700
| Closed | -$49.7M | – | 4231 |
|
|
2022
Q3 | $49.7M | Sell |
1,168,700
-174,100
| -13% | -$7.41M | 0.07% | 321 |
|
|
2022
Q2 | $47.4M | Buy |
+1,342,800
| New | +$47.4M | 0.06% | 381 |
|
|
2022
Q1 | – | Sell |
-236,900
| Closed | -$5.58M | – | 4230 |
|
|
2021
Q4 | $5.58M | Sell |
236,900
-288,100
| -55% | -$6.79M | 0.01% | 1462 |
|
|
2021
Q3 | $13.1M | Buy |
525,000
+45,482
| +9% | +$1.14M | 0.02% | 876 |
|
|
2021
Q2 | $11.3M | Buy |
+479,518
| New | +$11.3M | 0.01% | 1094 |
|
|
2021
Q1 | – | Sell |
-67,800
| Closed | -$1.08M | – | 3474 |
|
|
2020
Q4 | $1.08M | Sell |
67,800
-1,770,300
| -96% | -$28.1M | ﹤0.01% | 2465 |
|
|
2020
Q3 | $29.9M | Buy |
+1,838,100
| New | +$29.9M | 0.03% | 560 |
|
|
2019
Q3 | – | Sell |
-1,676,000
| Closed | -$49.1M | – | 3537 |
|
|
2019
Q2 | $49.1M | Buy |
+1,676,000
| New | +$49.1M | 0.04% | 500 |
|
|
2018
Q1 | – | Sell |
-213,800
| Closed | -$5.61M | – | 3445 |
|
|
2017
Q4 | $5.61M | Sell |
213,800
-1,367,500
| -86% | -$35.9M | 0.01% | 1735 |
|
|
2017
Q3 | $41.9M | Buy |
1,581,300
+935,400
| +145% | +$24.8M | 0.05% | 503 |
|
|
2017
Q2 | $20M | Buy |
+645,900
| New | +$20M | 0.03% | 849 |
|
|
2017
Q1 | – | Sell |
-123,088
| Closed | -$2.83M | – | 3295 |
|
|
2016
Q4 | $2.83M | Sell |
123,088
-693,312
| -85% | -$15.9M | ﹤0.01% | 2032 |
|
|
2016
Q3 | $18.9M | Sell |
816,400
-33,900
| -4% | -$785K | 0.03% | 739 |
|
|
2016
Q2 | $19.6M | Buy |
+850,300
| New | +$19.6M | 0.04% | 683 |
|
|
2016
Q1 | – | Sell |
-478,100
| Closed | -$15.9M | – | 3431 |
|
|
2015
Q4 | $15.9M | Sell |
478,100
-836,200
| -64% | -$27.9M | 0.03% | 675 |
|
|
2015
Q3 | $47.6M | Buy |
1,314,300
+395,500
| +43% | +$14.3M | 0.11% | 182 |
|
|
2015
Q2 | $27.2M | Buy |
+918,800
| New | +$27.2M | 0.06% | 384 |
|
|
2015
Q1 | – | Sell |
-609,600
| Closed | -$20.5M | – | 3247 |
|
|
2014
Q4 | $20.5M | Sell |
609,600
-1,444,900
| -70% | -$48.7M | 0.05% | 494 |
|
|
2014
Q3 | $63.7M | Buy |
2,054,500
+284,500
| +16% | +$8.82M | 0.17% | 98 |
|
|
2014
Q2 | $59.3M | Buy |
+1,770,000
| New | +$59.3M | 0.14% | 158 |
|
|
2014
Q1 | – | Sell |
-326,700
| Closed | -$9.49M | – | 2910 |
|
|
2013
Q4 | $9.49M | Sell |
326,700
-2,300,000
| -88% | -$66.8M | 0.02% | 824 |
|
|
2013
Q3 | $70M | Buy |
2,626,700
+984,400
| +60% | +$26.2M | 0.17% | 117 |
|
|
2013
Q2 | $45.6M | Buy |
+1,642,300
| New | +$45.6M | 0.12% | 202 |
|