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Woodmont Investment Counsel’s H&R Block HRB Stock Holding History

Woodmont Investment Counsel’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
Q4 		– Sell
-5,043
Closed -$320K – 263
2024
Q3 		$320K Hold
5,043
– – 0.02% 220
2024
Q2 		$273K Hold
5,043
– – 0.02% 224
2024
Q1 		$248K Hold
5,043
– – 0.02% 238
2023
Q4 		$244K Hold
5,043
– – 0.02% 227
2023
Q3 		$217K Sell
5,043
-1,457
-22% -$53.8K 0.02% 223
2023
Q2 		$207K Hold
6,500
– – 0.02% 232
2023
Q1 		$229K Hold
6,500
– – 0.02% 225
2022
Q4 		$237K Hold
6,500
– – 0.03% 229
2022
Q3 		$277K Buy
+6,500
New +$275K 0.03% 212

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Woodmont Investment Counsel's HRB Position: Q4 2024 in Review

Woodmont Investment Counsel sold out of H&R Block (HRB) in Q4 2024, closing a stake of 5,043 shares — an estimated $320K sold.

Woodmont Investment Counsel first reported a position in HRB in Q3 2022 and held it in 9 quarters. The position peaked at $320K in Q3 2024. 549 funds tracked by Wall St. Rank hold HRB as of Q4 2024.

  • Woodmont Investment Counsel reported no remaining H&R Block position as of Q4 2024 after selling out during the quarter.
  • Woodmont Investment Counsel sold 5,043 H&R Block shares in Q4 2024, an estimated $320K.
  • Woodmont Investment Counsel first reported a position in H&R Block in Q3 2022 and held it in 9 quarters.
  • Woodmont Investment Counsel's H&R Block position peaked at $320K in Q3 2024.
  • 549 funds tracked by Wall St. Rank held H&R Block as of Q4 2024.

Based on Woodmont Investment Counsel's 13F filing for Q4 2024, filed 11 Feb 2025.