SMFG
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Sumitomo Mitsui Financial Group’s H&R Block HRB Stock Holding History

Sumitomo Mitsui Financial Group’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
-21,664
Closed -$1.37M – 180
2024
Q2 		$1.37M Buy
21,664
+7,110
+49% +$354K 0.04% 83
2024
Q1 		$1.23M Sell
14,554
-6,193
-30% -$294K 0.04% 91
2023
Q4 		$1.65M Buy
20,747
+9,744
+89% +$434K 0.05% 76
2023
Q3 		$488K Sell
11,003
-97,237
-90% -$3.59M 0.02% 112
2023
Q2 		$6.97M Buy
108,240
+583
+0.5% +$18.8K 0.22% 47
2023
Q1 		$7.37M Buy
107,657
+47,307
+78% +$1.75M 0.23% 46
2022
Q4 		$3.8M Buy
60,350
+6,241
+12% +$254K 0.14% 63
2022
Q3 		$3.02M Sell
54,109
-460,265
-89% -$19.5M 0.13% 76
2022
Q2 		$32.8M Buy
514,374
+79,599
+18% +$2.46M 0.92% 18
2022
Q1 		$60.9M Buy
434,775
+424,597
+4,172% +$10.3M 1.79% 9
2021
Q4 		$1.65M Buy
+10,178
New +$247K 0.05% 103

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sumitomo Mitsui Financial Group's HRB Position: Q3 2024 in Review

Sumitomo Mitsui Financial Group sold out of H&R Block (HRB) in Q3 2024, closing a stake of 21,664 shares — an estimated $1.37M sold.

Sumitomo Mitsui Financial Group first reported a position in HRB in Q4 2021 and held it in 11 quarters. The position peaked at $60.9M in Q1 2022. 542 funds tracked by Wall St. Rank hold HRB as of Q3 2024.

  • Sumitomo Mitsui Financial Group reported no remaining H&R Block position as of Q3 2024 after selling out during the quarter.
  • Sumitomo Mitsui Financial Group sold 21,664 H&R Block shares in Q3 2024, an estimated $1.37M.
  • Sumitomo Mitsui Financial Group first reported a position in H&R Block in Q4 2021 and held it in 11 quarters.
  • Sumitomo Mitsui Financial Group's H&R Block position peaked at $60.9M in Q1 2022.
  • 542 funds tracked by Wall St. Rank held H&R Block as of Q3 2024.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q3 2024, filed 8 Nov 2024.