Jeremy Grantham H&R Block Inc Transaction History

Grantham, Mayo, Van Otterloo & Co. LLC

$29.8 Billion
Q4 2024

A detailed history of Jeremy Grantham (Grantham, Mayo, Van Otterloo & Co. LLC) transactions in H&R Block Inc stock. As of the latest transaction made, Grantham, Mayo, Van Otterloo & Co. LLC holds 162,833 shares of HRB stock, worth $8.88 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

162,833

Previous 178,273 8.66%

Holding current value

$8.88 Million

Previous $11.3 Million 24.05%

% of portfolio

0.03%

Previous 0.04%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$52.14 - $63.36 $805,041 - $978,278	-15,440 Reduced 8.66%	162,833 $8.6 Million
Q3 2024 Nov 13, 2024	BUY	$52.99 - $66.6 $975,333 - $1.23 Million	18,406 Added 11.51%	178,273 $11.3 Million
Q1 2024 May 14, 2024	SELL	$45.44 - $50.49 $847,819 - $942,042	-18,658 Reduced 10.45%	159,867 $7.85 Million
Q4 2023 Feb 13, 2024	SELL	$40.86 - $48.95 $2.36 Million - $2.83 Million	-57,846 Reduced 24.47%	178,525 $8.64 Million
Q3 2023 Nov 13, 2023	SELL	$31.07 - $43.09 $164,018 - $227,472	-5,279 Reduced 2.18%	236,371 $10.2 Million
Q2 2023 Aug 14, 2023	BUY	$28.87 - $35.45 $2.23 Million - $2.74 Million	77,260 Added 47.0%	241,650 $7.7 Million
Q1 2023 May 12, 2023	BUY	$33.24 - $39.75 $4.58 Million - $5.48 Million	137,900 Added 520.57%	164,390 $5.79 Million
Q4 2022 Feb 13, 2023	BUY	$36.51 - $43.72 $967,149 - $1.16 Million	26,490 New	26,490 $967,000
Q2 2021 Aug 12, 2021	SELL	$21.86 - $26.19 $811,945 - $972,775	-37,143 Closed	0 $0
Q1 2021 May 13, 2021	SELL	$15.66 - $21.8 $704,700 - $981,000	-45,000 Reduced 54.78%	37,143 $810,000
Q4 2020 Feb 12, 2021	SELL	$15.16 - $19.18 $3.29 Million - $4.16 Million	-217,100 Reduced 72.55%	82,143 $1.3 Million
Q3 2020 Nov 13, 2020	BUY	$13.15 - $16.29 $1.46 Million - $1.81 Million	111,200 Added 59.14%	299,243 $4.88 Million
Q2 2020 Aug 13, 2020	BUY	$11.94 - $19.76 $1.05 Million - $1.74 Million	88,100 Added 88.15%	188,043 $2.69 Million
Q1 2020 May 14, 2020	BUY	$12.38 - $24.97 $698,232 - $1.41 Million	56,400 Added 129.53%	99,943 $1.41 Million
Q4 2019 Feb 13, 2020	BUY	$23.02 - $25.18 $198,961 - $217,630	8,643 Added 24.77%	43,543 $1.02 Million
Q3 2019 Nov 13, 2019	BUY	$23.33 - $29.12 $548,255 - $684,320	23,500 Added 206.14%	34,900 $824,000
Q2 2019 Aug 13, 2019	SELL	$24.33 - $29.3 $48,660 - $58,600	-2,000 Reduced 14.93%	11,400 $334,000
Q1 2019 May 14, 2019	BUY	$23.53 - $25.91 $49,413 - $54,411	2,100 Added 18.58%	13,400 $321,000
Q4 2018 Feb 13, 2019	BUY	$23.63 - $28.73 $267,019 - $324,649	11,300 New	11,300 $287,000

Others Institutions Holding HRB

# of Institutions

611

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 $8.65B
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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