Retirement Group’s H&R Block HRB Stock Holding History

Retirement 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	$11K	Buy	224 +1	+0.4%	+$48	﹤0.01%	453
2023 Q4	$10.8K	Buy	223 +2	+0.9%	+$89	﹤0.01%	433
2023 Q3	$9.52K	Buy	221 +2	+0.9%	+$74	﹤0.01%	418
2023 Q2	$6.98K	Buy	219 +2	+0.9%	+$65	﹤0.01%	462
2023 Q1	$8K	Buy	217 +1	+0.5%	+$37	﹤0.01%	421
2022 Q4	$8K	Buy	216 +2	+0.9%	+$81	﹤0.01%	377
2022 Q3	$9K	Buy	214 +2	+0.9%	+$85	0.01%	261
2022 Q2	$8K	Buy	212 +2	+1%	+$62	﹤0.01%	469
2022 Q1	$5K	Buy	210 +2	+1%	+$49	﹤0.01%	541
2021 Q4	$5K	Buy	208 +2	+1%	+$49	﹤0.01%	519
2021 Q3	$5K	Buy	206 +3	+1%	+$75	﹤0.01%	444
2021 Q2	$5K	Sell	203 -97	-32%	-$2.3K	﹤0.01%	487
2021 Q1	$7K	Hold	300	–	–	﹤0.01%	513
2020 Q4	$4K	Buy	+300	New	+$5.18K	﹤0.01%	524

Other funds holding HRB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Retirement Group's HRB Position: Q1 2024 in Review

Retirement Group increased its H&R Block (HRB) stake by 0.45% in Q1 2024, buying an estimated $48 and bringing the position to 224 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

Retirement Group first reported a position in HRB in Q4 2020 and has held it in 14 quarters since. 480 funds tracked by Wall St. Rank hold HRB as of Q1 2024.

Retirement Group held 224 shares of H&R Block worth $11K as of Q1 2024.
Retirement Group bought 1 H&R Block share in Q1 2024, an estimated $48.
H&R Block made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #453 holding.
Retirement Group first reported a position in H&R Block in Q4 2020 and has held it in 14 quarters since.
480 funds tracked by Wall St. Rank held H&R Block as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.