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Ridgewood Investments’s H&R Block HRB Stock Holding History

Ridgewood Investments’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
Q3 		– Sell
-13
Closed -$710 – 757
2024
Q2 		$710 Buy
+13
New +$647 ﹤0.01% 725
2023
Q3 		– Sell
-13
Closed -$417 – 435
2023
Q2 		$417 Hold
13
– – ﹤0.01% 788
2023
Q1 		$461 Buy
+13
New +$481 ﹤0.01% 777

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ridgewood Investments's HRB Position: Q3 2024 in Review

Ridgewood Investments sold out of H&R Block (HRB) in Q3 2024, closing a stake of 13 shares — an estimated $710 sold.

Ridgewood Investments first reported a position in HRB in Q1 2023 and held it in 3 quarters. The position peaked at $710 in Q2 2024. 542 funds tracked by Wall St. Rank hold HRB as of Q3 2024.

  • Ridgewood Investments reported no remaining H&R Block position as of Q3 2024 after selling out during the quarter.
  • Ridgewood Investments sold 13 H&R Block shares in Q3 2024, an estimated $710.
  • Ridgewood Investments first reported a position in H&R Block in Q1 2023 and held it in 3 quarters.
  • Ridgewood Investments's H&R Block position peaked at $710 in Q2 2024.
  • 542 funds tracked by Wall St. Rank held H&R Block as of Q3 2024.

Based on Ridgewood Investments's 13F filing for Q3 2024, filed 4 Oct 2024.