TD Capital Management’s H&R Block HRB Stock Holding History

TD Capital Management’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 Q2	–	Sell	-4	Closed	-$196	–	486
2024 Q1	$196	Buy	+4	New	+$190	﹤0.01%	510

Other funds holding HRB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Capital Management's HRB Position: Q2 2024 in Review

TD Capital Management sold out of H&R Block (HRB) in Q2 2024, closing a stake of 4 shares — an estimated $196 sold.

TD Capital Management first reported a position in HRB in Q1 2024 and held it in 1 quarter. The position peaked at $196 in Q1 2024. 495 funds tracked by Wall St. Rank hold HRB as of Q2 2024.

TD Capital Management reported no remaining H&R Block position as of Q2 2024 after selling out during the quarter.
TD Capital Management sold 4 H&R Block shares in Q2 2024, an estimated $196.
TD Capital Management first reported a position in H&R Block in Q1 2024 and held it in 1 quarter.
TD Capital Management's H&R Block position peaked at $196 in Q1 2024.
495 funds tracked by Wall St. Rank held H&R Block as of Q2 2024.

Based on TD Capital Management's 13F filing for Q2 2024, filed 5 Aug 2024.