Robeco Institutional Asset Management’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.09M | Buy |
+254,844
| New | +$8.88M | 0.01% | 458 |
|
|
2025
Q3 | – | Sell |
-4,242
| Closed | -$233K | – | 880 |
|
|
2025
Q2 | $233K | Sell |
4,242
-289,052
| -99% | -$16.7M | ﹤0.01% | 845 |
|
|
2025
Q1 | $16.1M | Sell |
293,294
-179,818
| -38% | -$9.61M | 0.03% | 363 |
|
|
2024
Q4 | $25M | Buy |
473,112
+243,100
| +106% | +$14.3M | 0.05% | 294 |
|
|
2024
Q3 | $14.6M | Sell |
230,012
-13,635
| -6% | -$813K | 0.03% | 382 |
|
|
2024
Q2 | $13.2M | Sell |
243,647
-304,549
| -56% | -$15.2M | 0.03% | 381 |
|
|
2024
Q1 | $26.9M | Buy |
548,196
+71,911
| +15% | +$3.42M | 0.06% | 293 |
|
|
2023
Q4 | $23M | Sell |
476,285
-1,244
| -0.3% | -$55.4K | 0.06% | 309 |
|
|
2023
Q3 | $20.6M | Sell |
477,529
-36,350
| -7% | -$1.34M | 0.06% | 315 |
|
|
2023
Q2 | $16.4M | Sell |
513,879
-1,040,506
| -67% | -$33.6M | 0.04% | 353 |
|
|
2023
Q1 | $54.8M | Buy |
1,554,385
+26,094
| +2% | +$965K | 0.15% | 163 |
|
|
2022
Q4 | $55.8M | Buy |
1,528,291
+543,253
| +55% | +$22.1M | 0.16% | 145 |
|
|
2022
Q3 | $41.9M | Buy |
985,038
+505,888
| +106% | +$21.4M | 0.14% | 154 |
|
|
2022
Q2 | $16.9M | Buy |
479,150
+204,204
| +74% | +$6.3M | 0.05% | 304 |
|
|
2022
Q1 | $7.16M | Buy |
274,946
+2,939
| +1% | +$71.3K | 0.02% | 506 |
|
|
2021
Q4 | $6.41M | Buy |
272,007
+118,646
| +77% | +$2.88M | 0.01% | 516 |
|
|
2021
Q3 | $3.84M | Buy |
153,361
+30,735
| +25% | +$766K | 0.01% | 593 |
|
|
2021
Q2 | $2.88M | Hold |
122,626
| – | – | 0.01% | 654 |
|
|
2021
Q1 | $2.67M | Sell |
122,626
-34,996
| -22% | -$661K | 0.01% | 630 |
|
|
2020
Q4 | $2.5M | Sell |
157,622
-12,891
| -8% | -$223K | 0.01% | 636 |
|
|
2020
Q3 | $2.78M | Sell |
170,513
-34,980
| -17% | -$514K | 0.01% | 589 |
|
|
2020
Q2 | $2.93M | Sell |
205,493
-759,545
| -79% | -$12M | 0.01% | 609 |
|
|
2020
Q1 | $13.6M | Sell |
965,038
-216,753
| -18% | -$4.54M | 0.05% | 361 |
|
|
2019
Q4 | $27.8M | Sell |
1,181,791
-643,591
| -35% | -$15.5M | 0.09% | 281 |
|
|
2019
Q3 | $43.1M | Sell |
1,825,382
-51,285
| -3% | -$1.36M | 0.15% | 181 |
|
|
2019
Q2 | $55M | Sell |
1,876,667
-64,978
| -3% | -$1.75M | 0.19% | 143 |
|
|
2019
Q1 | $46.5M | Buy |
1,941,645
+641,529
| +49% | +$15.8M | 0.17% | 173 |
|
|
2018
Q4 | $33M | Sell |
1,300,116
-16,303
| -1% | -$435K | 0.15% | 195 |
|
|
2018
Q3 | $33.9M | Buy |
1,316,419
+194,535
| +17% | +$4.94M | 0.13% | 203 |
|
|
2018
Q2 | $25.6M | Buy |
1,121,884
+85,958
| +8% | +$2.28M | 0.12% | 224 |
|
|
2018
Q1 | $26.3M | Buy |
1,035,926
+337,481
| +48% | +$8.88M | 0.12% | 216 |
|
|
2017
Q4 | $18.3M | Buy |
698,445
+166,847
| +31% | +$4.33M | 0.1% | 257 |
|
|
2017
Q3 | $14.1M | Buy |
531,598
+59,315
| +13% | +$1.72M | 0.09% | 250 |
|
|
2017
Q2 | $14.6M | Buy |
472,283
+121,940
| +35% | +$3.2M | 0.09% | 245 |
|
|
2017
Q1 | $8.14M | Buy |
350,343
+346,575
| +9,198% | +$7.75M | 0.05% | 351 |
|
|
2016
Q4 | $87K | Buy |
+3,768
| New | +$86.2K | ﹤0.01% | 759 |
|
|
2016
Q2 | – | Sell |
-9,067
| Closed | -$240K | – | 775 |
|
|
2016
Q1 | $240K | Hold |
9,067
| – | – | ﹤0.01% | 753 |
|
|
2015
Q4 | $302K | Hold |
9,067
| – | – | ﹤0.01% | 746 |
|
|
2015
Q3 | $328K | Hold |
9,067
| – | – | ﹤0.01% | 687 |
|
|
2015
Q2 | $269K | Buy |
9,067
+967
| +12% | +$30.3K | ﹤0.01% | 742 |
|
|
2015
Q1 | $260K | Sell |
8,100
-6,124
| -43% | -$205K | ﹤0.01% | 714 |
|
|
2014
Q4 | $479K | Buy |
14,224
+7,192
| +102% | +$230K | ﹤0.01% | 645 |
|
|
2014
Q3 | $218K | Buy |
+7,032
| New | +$229K | ﹤0.01% | 666 |
|
|
2014
Q2 | – | Sell |
-55,678
| Closed | -$1.68M | – | 760 |
|
|
2014
Q1 | $1.68M | Sell |
55,678
-95,800
| -63% | -$2.88M | 0.01% | 426 |
|
|
2013
Q4 | $4.4M | Sell |
151,478
-300,253
| -66% | -$8.53M | 0.04% | 295 |
|
|
2013
Q3 | $12M | Buy |
451,731
+15,607
| +4% | +$454K | 0.12% | 181 |
|
|
2013
Q2 | $12.1M | Buy |
+436,124
| New | +$12.4M | 0.12% | 178 |
|
Other funds holding HRB
VPM
VCM
