Boston Partners H&R Block Inc Transaction History

Boston Partners

$77.6 Billion
Q4 2024

A detailed history of Boston Partners transactions in H&R Block Inc stock. As of the latest transaction made, Boston Partners holds 4,500,552 shares of HRB stock, worth $236 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

4,500,552

Previous 2,840,233 58.46%

Holding current value

$236 Million

Previous $180 Million 31.75%

% of portfolio

0.31%

Previous 0.22%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$52.14 - $63.36 $86.6 Million - $105 Million	1,660,319 Added 58.46%	4,500,552 $238 Million
Q3 2024 Nov 12, 2024	SELL	$52.99 - $66.6 $21.9 Million - $27.5 Million	-413,493 Reduced 12.71%	2,840,233 $180 Million
Q2 2024 Aug 13, 2024	SELL	$46.26 - $54.23 $795,348 - $932,376	-17,193 Reduced 0.53%	3,253,726 $176 Million
Q1 2024 May 13, 2024	BUY	$45.44 - $50.49 $34.5 Million - $38.3 Million	758,827 Added 30.21%	3,270,919 $161 Million
Q4 2023 Feb 07, 2024	SELL	$40.86 - $48.95 $1.4 Million - $1.68 Million	-34,351 Reduced 1.35%	2,512,092 $122 Million
Q3 2023 Nov 07, 2023	SELL	$31.07 - $43.09 $1.42 Million - $1.97 Million	-45,709 Reduced 1.76%	2,546,443 $110 Million
Q2 2023 Aug 10, 2023	SELL	$28.87 - $35.45 $25.8 Million - $31.7 Million	-895,199 Reduced 25.67%	2,592,152 $82.6 Million
Q1 2023 May 09, 2023	BUY	$33.24 - $39.75 $116 Million - $139 Million	3,487,351 New	3,487,351 $123 Million
Q2 2022 Aug 10, 2022	SELL	$23.77 - $36.27 $3.02 Million - $4.6 Million	-126,885 Reduced 17.1%	615,179 $22.1 Million
Q1 2022 May 10, 2022	BUY	$21.44 - $26.64 $1.71 Million - $2.13 Million	79,782 Added 12.05%	742,064 $19.4 Million
Q4 2021 Feb 04, 2022	BUY	$22.76 - $25.71 $3.1 Million - $3.5 Million	136,075 Added 25.86%	662,282 $15.6 Million
Q3 2021 Nov 05, 2021	BUY	$23.34 - $26.27 $9.66 Million - $10.9 Million	413,997 Added 368.95%	526,207 $13.2 Million
Q2 2021 Aug 12, 2021	BUY	$21.86 - $26.19 $823,553 - $986,682	37,674 Added 50.54%	112,210 $2.64 Million
Q1 2021 May 10, 2021	BUY	$15.66 - $21.8 $1.17 Million - $1.62 Million	74,536 New	74,536 $1.63 Million
Q2 2018 Aug 03, 2018	SELL	$22.5 - $29.6 $2.95 Million - $3.88 Million	-131,087 Closed	0 $0
Q1 2018 May 04, 2018	BUY	$24.47 - $28.73 $3.21 Million - $3.77 Million	131,087 New	131,087 $3.33 Million

Others Institutions Holding HRB

# of Institutions

608

Shares Held

110M

Call Options Held

614K

Put Options Held

772K

View Full List

About H&R BLOCK INC

Ticker HRB
Exchange NYSE
Sector Consumer Cyclical
Industry Personal Services
Shares Outstandng 158,644,992
Market Cap $8.32B
Description
H&R Block, Inc., through its subsidiaries, provides assisted income tax return preparation and do-it-yourself (DIY) tax return preparation services and products to the general public primarily in the United States, Canada, and Australia. The company offers assisted income tax return preparation and related services through a system of retail...

More about HRB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Boston Partners, based on Form 13F filings with the SEC.

News

Stay updated on Boston Partners with notifications on news.

Account