H&R Block shares owned by O'shaughnessy Asset Management
Quarter-by-quarter ownership of H&R Block (HRB) shares owned by O'shaughnessy Asset Management
from 13F filings
Historical chart of O'shaughnessy Asset Management investment in H&R Block
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Quarterly reported holdings in H&R Block by O'shaughnessy Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.8M | 98k | 49.11 |
| 2023-12-31 | $4.7M | 97k | 48.37 |
| 2023-09-30 | $3.9M | 91k | 43.06 |
| 2023-06-30 | $4.6M | 143k | 31.87 |
| 2023-03-31 | $10M | 290k | 35.25 |
| 2022-12-31 | $15M | 405k | 36.51 |
| 2022-09-30 | $18M | 412k | 42.54 |
| 2022-06-30 | $15M | 427k | 35.32 |
| 2022-03-31 | $11M | 422k | 26.04 |
| 2021-12-31 | $9.0M | 381k | 23.56 |
| 2021-09-30 | $9.8M | 392k | 25.03 |
| 2021-06-30 | $7.8M | 332k | 23.47 |
| 2021-03-31 | $538k | 25k | 21.79 |
| 2020-12-31 | $22k | 1.4k | 15.79 |
| 2020-09-30 | $24k | 1.5k | 16.53 |
| 2020-06-30 | $69k | 4.8k | 14.24 |
| 2020-03-31 | $40k | 2.9k | 14.03 |
| 2019-12-31 | $593k | 25k | 23.47 |
| 2019-09-30 | $795k | 34k | 23.62 |
| 2019-06-30 | $1.2M | 40k | 29.30 |
| 2019-03-31 | $12k | 495 | 24.24 |
| 2018-12-31 | $11k | 450 | 24.44 |
| 2018-09-30 | $1.0k | 56 | 17.86 |
| 2018-06-30 | $153k | 6.7k | 22.76 |
| 2018-03-31 | $174k | 6.9k | 25.39 |
| 2017-12-31 | $9.1M | 347k | 26.22 |
| 2017-09-30 | $16M | 586k | 26.48 |
| 2017-06-30 | $25M | 813k | 30.91 |
| 2017-03-31 | $21M | 920k | 23.25 |
| 2016-12-31 | $35M | 1.5M | 22.99 |
| 2016-09-30 | $35M | 1.5M | 23.15 |
| 2016-06-30 | $27M | 1.3M | 21.56 |
| 2016-03-31 | $24M | 914k | 26.41 |
| 2015-12-31 | $3.3M | 98k | 33.31 |
| 2015-03-31 | $0 | 3 | 0.00 |
| 2014-06-30 | $15M | 442k | 33.50 |
| 2014-03-31 | $23M | 745k | 30.14 |
| 2013-12-31 | $23M | 818k | 27.80 |
| 2013-09-30 | $29M | 1.1M | 26.62 |
| 2013-06-30 | $23M | 818k | 27.80 |
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