A detailed history of Ziegler Capital Management, LLC transactions in H&R Block Inc stock. As of the latest transaction made, Ziegler Capital Management, LLC holds 24,628 shares of HRB stock, worth $1.34 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
24,628
Previous 26,259 6.21%
Holding current value
$1.34 Million
Previous $1.27 Million 4.8%
% of portfolio
0.04%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$45.44 - $50.49 $74,112 - $82,349
-1,631 Reduced 6.21%
24,628 $1.21 Million
Q4 2023

Jan 11, 2024

SELL
$40.86 - $48.95 $32,933 - $39,453
-806 Reduced 2.98%
26,259 $1.27 Million
Q3 2023

Oct 16, 2023

BUY
$31.07 - $43.09 $161,564 - $224,068
5,200 Added 23.78%
27,065 $1.17 Million
Q2 2023

Jul 25, 2023

SELL
$28.87 - $35.45 $166,031 - $203,872
-5,751 Reduced 20.82%
21,865 $696,000
Q1 2023

May 04, 2023

BUY
$33.24 - $39.75 $917,955 - $1.1 Million
27,616 New
27,616 $973,000

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 $8.61B
  • 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

Track Ziegler Capital Management, LLC Portfolio

Follow Ziegler Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ziegler Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ziegler Capital Management, LLC with notifications on news.