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Simplicity Solutions’s H&R Block HRB Stock Holding History

Simplicity Solutions’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
2023
Q4 		$343K Buy
+7,089
New +$316K 0.01% 795
2021
Q1 		– Sell
-16,402
Closed -$260K – 703
2020
Q4 		$260K Sell
16,402
-708
-4% -$12.2K ﹤0.01% 828
2020
Q3 		$279K Sell
17,110
-896
-5% -$13.2K 0.01% 736
2020
Q2 		$257K Sell
18,006
-2,369
-12% -$37.4K 0.01% 768
2020
Q1 		$287K Buy
+20,375
New +$427K 0.01% 617

Other funds holding HRB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Simplicity Solutions's HRB Position: Q4 2023 in Review

Simplicity Solutions opened a new position in H&R Block (HRB) in Q4 2023: 7,089 shares worth $343K. The stake represents 0.01% of the portfolio and ranks #795 among its holdings. This is a return to the name: Simplicity Solutions previously reported a position in HRB as recently as Q4 2020.

Simplicity Solutions first reported a position in HRB in Q1 2020 and has held it in 5 quarters since. 467 funds tracked by Wall St. Rank hold HRB as of Q4 2023.

  • Simplicity Solutions held 7,089 shares of H&R Block worth $343K as of Q4 2023.
  • H&R Block was a new Simplicity Solutions position in Q4 2023.
  • H&R Block made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #795 holding.
  • Simplicity Solutions first reported a position in H&R Block in Q1 2020 and has held it in 5 quarters since.
  • 467 funds tracked by Wall St. Rank held H&R Block as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.