Schroder Investment Management Group’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 | $2.11M | Buy |
66,649
+38,703
| +138% | +$1.35M | ﹤0.01% | 922 |
|
|
2025
Q4 | $1.22M | Sell |
27,946
-57,738
| -67% | -$2.7M | ﹤0.01% | 967 |
|
|
2025
Q3 | $4.34M | Sell |
85,684
-2,892
| -3% | -$153K | ﹤0.01% | 797 |
|
|
2025
Q2 | $4.86M | Sell |
88,576
-5,773
| -6% | -$333K | ﹤0.01% | 768 |
|
|
2025
Q1 | $5.1M | Sell |
94,349
-98,990
| -51% | -$5.29M | 0.01% | 754 |
|
|
2024
Q4 | $10.1M | Sell |
193,339
-12,005
| -6% | -$705K | 0.01% | 658 |
|
|
2024
Q3 | $13.1M | Sell |
205,344
-82,667
| -29% | -$4.93M | 0.01% | 613 |
|
|
2024
Q2 | $15.6M | Sell |
288,011
-7,090
| -2% | -$353K | 0.02% | 534 |
|
|
2024
Q1 | $14.5M | Sell |
295,101
-25,857
| -8% | -$1.23M | 0.02% | 568 |
|
|
2023
Q4 | $15.5M | Sell |
320,958
-494,978
| -61% | -$22.1M | 0.02% | 539 |
|
|
2023
Q3 | $35.1M | Sell |
815,936
-20,845
| -2% | -$770K | 0.05% | 324 |
|
|
2023
Q2 | $26.7M | Sell |
836,781
-1,020,092
| -55% | -$33M | 0.04% | 413 |
|
|
2023
Q1 | $65.5M | Buy |
1,856,873
+65,852
| +4% | +$2.44M | 0.1% | 213 |
|
|
2022
Q4 | $65.4M | Buy |
1,791,021
+647,857
| +57% | +$26.3M | 0.1% | 198 |
|
|
2022
Q3 | $48.6M | Buy |
1,143,164
+739,662
| +183% | +$31.3M | 0.08% | 252 |
|
|
2022
Q2 | $14M | Sell |
403,502
-299,137
| -43% | -$9.23M | 0.02% | 567 |
|
|
2022
Q1 | $18.4M | Buy |
702,639
+51,595
| +8% | +$1.25M | 0.02% | 518 |
|
|
2021
Q4 | $15.3M | Sell |
651,044
-458,500
| -41% | -$11.1M | 0.02% | 527 |
|
|
2021
Q3 | $27.7M | Sell |
1,109,544
-178,690
| -14% | -$4.45M | 0.04% | 411 |
|
|
2021
Q2 | $30.2M | Sell |
1,288,234
-4,795
| -0.4% | -$114K | 0.04% | 418 |
|
|
2021
Q1 | $28.2M | Buy |
1,293,029
+510,823
| +65% | +$9.65M | 0.04% | 425 |
|
|
2020
Q4 | $12.4M | Sell |
782,206
-475,187
| -38% | -$8.21M | 0.02% | 580 |
|
|
2020
Q3 | $20.7M | Sell |
1,257,393
-363,057
| -22% | -$5.34M | 0.03% | 428 |
|
|
2020
Q2 | $23.1M | Sell |
1,620,450
-1,812,173
| -53% | -$28.6M | 0.04% | 388 |
|
|
2020
Q1 | $46.5M | Sell |
3,432,623
-1,393,896
| -29% | -$29.2M | 0.1% | 212 |
|
|
2019
Q4 | $113M | Buy |
4,826,519
+569,476
| +13% | +$13.7M | 0.18% | 108 |
|
|
2019
Q3 | $99.3M | Sell |
4,257,043
-188,486
| -4% | -$4.99M | 0.18% | 124 |
|
|
2019
Q2 | $130M | Sell |
4,445,529
-313,217
| -7% | -$8.42M | 0.24% | 90 |
|
|
2019
Q1 | $114M | Buy |
4,758,746
+1,419,039
| +42% | +$34.9M | 0.2% | 105 |
|
|
2018
Q4 | $84.7K | Sell |
3,339,707
-426,588
| -11% | -$11.4M | 0.15% | 129 |
|
|
2018
Q3 | $97M | Buy |
3,766,295
+1,245,692
| +49% | +$31.6M | 0.17% | 150 |
|
|
2018
Q2 | $57.3M | Sell |
2,520,603
-990,953
| -28% | -$26.3M | 0.1% | 245 |
|
|
2018
Q1 | $89.2M | Sell |
3,511,556
-1,083,122
| -24% | -$28.5M | 0.15% | 170 |
|
|
2017
Q4 | $120M | Buy |
4,594,678
+1,703,381
| +59% | +$44.2M | 0.2% | 123 |
|
|
2017
Q3 | $78.8M | Buy |
2,891,297
+226,915
| +9% | +$6.59M | 0.14% | 197 |
|
|
2017
Q2 | $82.3M | Buy |
2,664,382
+1,801,791
| +209% | +$47.3M | 0.15% | 178 |
|
|
2017
Q1 | $20M | Buy |
862,591
+338,390
| +65% | +$7.57M | 0.04% | 473 |
|
|
2016
Q4 | $12.1M | Sell |
524,201
-14,958
| -3% | -$342K | 0.02% | 585 |
|
|
2016
Q3 | $12.5M | Sell |
539,159
-44,464
| -8% | -$1.04M | 0.02% | 577 |
|
|
2016
Q2 | $13.4M | Buy |
583,623
+430,462
| +281% | +$9.57M | 0.03% | 561 |
|
|
2016
Q1 | $4.04M | Sell |
153,161
-422,907
| -73% | -$13.3M | 0.01% | 722 |
|
|
2015
Q4 | $19.2M | Buy |
+576,068
| New | +$20.5M | 0.04% | 483 |
|
|
2015
Q2 | – | Sell |
-6,278
| Closed | -$201K | – | 1229 |
|
|
2015
Q1 | $201K | Hold |
6,278
| – | – | ﹤0.01% | 1067 |
|
|
2014
Q4 | $211K | Sell |
6,278
-575,622
| -99% | -$18.4M | ﹤0.01% | 1123 |
|
|
2014
Q3 | $18M | Buy |
+581,900
| New | +$19M | 0.02% | 520 |
|
|
2014
Q2 | – | Sell |
-26,700
| Closed | -$806K | – | 1409 |
|
|
2014
Q1 | $806K | Sell |
26,700
-183,100
| -87% | -$5.5M | ﹤0.01% | 999 |
|
|
2013
Q4 | $6.09M | Sell |
209,800
-53,659
| -20% | -$1.52M | 0.01% | 759 |
|
|
2013
Q3 | $7.02M | Buy |
263,459
+85,270
| +48% | +$2.48M | 0.02% | 707 |
|
|
2013
Q2 | $4.94M | Buy |
+178,189
| New | +$5.08M | 0.01% | 753 |
|
Other funds holding HRB
VPM
VCM
