Ray Dalio H&R Block Inc Transaction History

Bridgewater Associates, LP

$17.3 Billion
Q3 2024

A detailed history of Ray Dalio (Bridgewater Associates, LP) transactions in H&R Block Inc stock. As of the latest transaction made, Bridgewater Associates, LP holds 309,664 shares of HRB stock, worth $16.7 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

309,664

Previous 157,686 96.38%

Holding current value

$16.7 Million

Previous $8.55 Million 130.14%

% of portfolio

0.11%

Previous 0.05%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$52.99 - $66.6 $8.05 Million - $10.1 Million	151,978 Added 96.38%	309,664 $19.7 Million
Q2 2024 Aug 14, 2024	SELL	$46.26 - $54.23 $8.7 Million - $10.2 Million	-188,021 Reduced 54.39%	157,686 $8.55 Million
Q1 2024 May 14, 2024	SELL	$45.44 - $50.49 $1.61 Million - $1.78 Million	-35,323 Reduced 9.27%	345,707 $17 Million
Q4 2023 Feb 14, 2024	BUY	$40.86 - $48.95 $2.08 Million - $2.49 Million	50,946 Added 15.43%	381,030 $18.4 Million
Q3 2023 Nov 13, 2023	BUY	$31.07 - $43.09 $4.81 Million - $6.68 Million	154,945 Added 88.47%	330,084 $14.2 Million
Q2 2023 Aug 11, 2023	BUY	$28.87 - $35.45 $1.67 Million - $2.05 Million	57,903 Added 49.39%	175,139 $5.58 Million
Q1 2023 May 12, 2023	SELL	$33.24 - $39.75 $691,392 - $826,800	-20,800 Reduced 15.07%	117,236 $4.13 Million
Q4 2022 Feb 13, 2023	BUY	$36.51 - $43.72 $3.28 Million - $3.93 Million	89,869 Added 186.58%	138,036 $5.04 Million
Q3 2022 Nov 10, 2022	SELL	$36.45 - $48.44 $3.36 Million - $4.47 Million	-92,250 Reduced 65.7%	48,167 $2.05 Million
Q2 2022 Aug 11, 2022	BUY	$23.77 - $36.27 $3.13 Million - $4.77 Million	131,474 Added 1470.13%	140,417 $4.96 Million
Q1 2022 May 13, 2022	BUY	$21.44 - $26.64 $191,737 - $238,241	8,943 New	8,943 $233,000
Q2 2021 Aug 13, 2021	SELL	$21.86 - $26.19 $267,435 - $320,408	-12,234 Closed	0 $0
Q1 2021 May 14, 2021	BUY	$15.66 - $21.8 $191,584 - $266,701	12,234 New	12,234 $267,000
Q1 2019 May 14, 2019	SELL	$23.53 - $25.91 $789,831 - $869,720	-33,567 Closed	0 $0
Q4 2018 Feb 13, 2019	BUY	$23.63 - $28.73 $530,375 - $644,844	22,445 Added 201.81%	33,567 $852,000
Q3 2018 Nov 13, 2018	SELL	$23.28 - $27.33 $40,507 - $47,554	-1,740 Reduced 13.53%	11,122 $286,000
Q1 2018 May 15, 2018	BUY	$24.47 - $28.73 $314,733 - $369,525	12,862 New	12,862 $327,000

Others Institutions Holding HRB

# of Institutions

595

Shares Held

102M

Call Options Held

721K

Put Options Held

995K

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 $8.55B
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

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