Boston Trust Walden Small Cap Fund HRB Holdings History
Number of Shares
342,607.00
Current Holdings Value*
$18.81 Mil
% of Portfolio
1.41%
Total Estimate Gain
$-124,325.18
% of Total Estimate Gain
-0.64%
Boston Trust Walden Small Cap Fund's H&R Block Inc Holding Summary
As of 2025-03-31, Boston Trust Walden Small Cap Fund held 342,607.00 shares of H&R Block Inc(HRB), totaling $18.81 Mil. This investment constitutes 1.41% of their stock portfolio, and Boston Trust Walden Small Cap Fund now holds 0.26% of the outstanding H&R Block Inc(HRB) stock.
The initial trade took place in 2024Q4. And since then Boston Trust Walden Small Cap Fund has made 2 purchases of HRB, at an average price of $56.48, for a total of 342,607.00 shares. Based on historical transaction data and HRB's current price of $56.12, Boston Trust Walden Small Cap Fund's estimated gain on his HRB holdings is $-124,325.18, reflecting a -0.64% gain to date.
Boston Trust Walden Small Cap Fund HRB ($56.12) Holding Chart
Boston Trust Walden Small Cap Fund HRB ($56.12) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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