A detailed history of Wellington Management Group LLP transactions in H&R Block Inc stock. As of the latest transaction made, Wellington Management Group LLP holds 2,335,711 shares of HRB stock, worth $128 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,335,711
Previous 3,367,203 30.63%
Holding current value
$128 Million
Previous $183 Million 18.71%
% of portfolio
0.03%
Previous 0.03%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$52.99 - $66.6 $54.7 Million - $68.7 Million
-1,031,492 Reduced 30.63%
2,335,711 $148 Million
Q2 2024

Aug 13, 2024

SELL
$46.26 - $54.23 $301,106 - $352,983
-6,509 Reduced 0.19%
3,367,203 $183 Million
Q1 2024

May 15, 2024

BUY
$45.44 - $50.49 $153 Million - $170 Million
3,373,712 New
3,373,712 $166 Million
Q4 2023

Feb 12, 2024

BUY
$40.86 - $48.95 $131 Million - $157 Million
3,200,119 New
3,200,119 $155 Million
Q3 2023

Nov 14, 2023

SELL
$31.07 - $43.09 $6.88 Million - $9.54 Million
-221,397 Reduced 5.82%
3,582,417 $154 Million
Q2 2023

Aug 14, 2023

SELL
$28.87 - $35.45 $138 Million - $170 Million
-4,784,530 Reduced 55.71%
3,803,814 $121 Million
Q1 2023

May 12, 2023

BUY
$33.24 - $39.75 $5.04 Million - $6.02 Million
151,487 Added 1.8%
8,588,344 $303 Million
Q4 2022

Feb 13, 2023

BUY
$36.51 - $43.72 $1.01 Million - $1.21 Million
27,774 Added 0.33%
8,436,857 $308 Million
Q3 2022

Nov 14, 2022

BUY
$36.45 - $48.44 $143 Million - $190 Million
3,928,162 Added 87.66%
8,409,083 $358 Million
Q2 2022

Aug 15, 2022

BUY
$23.77 - $36.27 $45.1 Million - $68.8 Million
1,896,262 Added 73.37%
4,480,921 $158 Million
Q1 2022

May 16, 2022

SELL
$21.44 - $26.64 $1.14 Million - $1.41 Million
-53,114 Reduced 2.01%
2,584,659 $67.3 Million
Q4 2021

Feb 11, 2022

BUY
$22.76 - $25.71 $3.05 Million - $3.45 Million
134,143 Added 5.36%
2,637,773 $62.1 Million
Q3 2021

Nov 15, 2021

BUY
$23.34 - $26.27 $34.1 Million - $38.3 Million
1,458,897 Added 139.64%
2,503,630 $62.6 Million
Q2 2021

Aug 16, 2021

BUY
$21.86 - $26.19 $3.04 Million - $3.64 Million
138,909 Added 15.34%
1,044,733 $24.5 Million
Q1 2021

May 17, 2021

BUY
$15.66 - $21.8 $14.2 Million - $19.7 Million
905,824 New
905,824 $19.7 Million
Q3 2020

Nov 16, 2020

SELL
$13.15 - $16.29 $1.1 Million - $1.37 Million
-83,812 Closed
0 $0
Q2 2020

Aug 14, 2020

BUY
$11.94 - $19.76 $511,688 - $846,814
42,855 Added 104.63%
83,812 $1.2 Million
Q1 2020

May 14, 2020

SELL
$12.38 - $24.97 $91,921 - $185,402
-7,425 Reduced 15.35%
40,957 $576,000
Q4 2019

Feb 11, 2020

BUY
$23.02 - $25.18 $1.11 Million - $1.22 Million
48,382 New
48,382 $1.14 Million

Others Institutions Holding HRB

About H&R BLOCK INC


  • Ticker HRB
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Personal Services
  • Shares Outstandng 158,644,992
  • Market Cap $8.68B
  • 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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