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River Global Investors’s H&R Block HRB Stock Holding History

River Global Investors’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 		– Sell
-11,729
Closed -$567K – 205
2023
Q4 		$567K Sell
11,729
-78
-0.7% -$3.48K 0.11% 195
2023
Q3 		$508K Sell
11,807
-4,410
-27% -$163K 0.12% 183
2023
Q2 		$516K Sell
16,217
-200
-1% -$6.46K 0.1% 182
2023
Q1 		$578K Sell
16,417
-490
-3% -$18.1K 0.12% 168
2022
Q4 		$617K Sell
16,907
-22,538
-57% -$916K 0.13% 163
2022
Q3 		$1.68M Sell
39,445
-15,320
-28% -$648K 0.32% 97
2022
Q2 		$1.94M Sell
54,765
-25,635
-32% -$791K 0.34% 88
2022
Q1 		$2.1M Sell
80,400
-12,300
-13% -$299K 0.28% 107
2021
Q4 		$2.18M Buy
92,700
+540
+0.6% +$13.1K 0.17% 109
2021
Q3 		$2.31M Hold
92,160
– – 0.18% 98
2021
Q2 		$2.16M Sell
92,160
-1,200
-1% -$28.4K 0.14% 97
2021
Q1 		$2.04M Sell
93,360
-4,900
-5% -$92.6K 0.12% 104
2020
Q4 		$1.56M Sell
98,260
-8,700
-8% -$150K 0.09% 118
2020
Q3 		$1.74M Buy
106,960
+22,070
+26% +$324K 0.13% 116
2020
Q2 		$1.21M Buy
+84,890
New +$1.34M 0.09% 127

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 $3.38T AUM 44.17% 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

River Global Investors's HRB Position: Q1 2024 in Review

River Global Investors sold out of H&R Block (HRB) in Q1 2024, closing a stake of 11,729 shares — an estimated $567K sold.

River Global Investors first reported a position in HRB in Q2 2020 and held it in 15 quarters. The position peaked at $2.31M in Q3 2021. 480 funds tracked by Wall St. Rank hold HRB as of Q1 2024.

  • River Global Investors reported no remaining H&R Block position as of Q1 2024 after selling out during the quarter.
  • River Global Investors sold 11,729 H&R Block shares in Q1 2024, an estimated $567K.
  • River Global Investors first reported a position in H&R Block in Q2 2020 and held it in 15 quarters.
  • River Global Investors's H&R Block position peaked at $2.31M in Q3 2021.
  • 480 funds tracked by Wall St. Rank held H&R Block as of Q1 2024.

Based on River Global Investors's 13F filing for Q1 2024, filed 7 May 2024.