Number of Shares
4.39 Mil
Current Holdings Value*
$241.16 Mil
% of Portfolio
2.59%
Total Estimate Gain
$108.18 Mil
% of Total Estimate Gain
48.67%

FULLERTHALER BEHAVIORAL SMALL CAP EQUITY's H&R Block Inc Holding Summary

As of 2025-03-31, FULLERTHALER BEHAVIORAL SMALL CAP EQUITY held 4.39 Mil shares of H&R Block Inc(HRB), totaling $241.16 Mil. This investment constitutes 2.59% of their stock portfolio, and FULLERTHALER BEHAVIORAL SMALL CAP EQUITY now holds 3.28% of the outstanding H&R Block Inc(HRB) stock.

The initial trade took place in 2020Q3. And since then FULLERTHALER BEHAVIORAL SMALL CAP EQUITY has made 7 purchases of HRB, at an average price of $32.72, for a total of 6.79 Mil shares. In addition, there have been 6 sales at an average price of $34.78 for 2.40 Mil shares. Based on historical transaction data and HRB's current price of $56.23, FULLERTHALER BEHAVIORAL SMALL CAP EQUITY's estimated gain on his HRB holdings is $108.18 Mil, reflecting a 48.67% gain to date.

FULLERTHALER BEHAVIORAL SMALL CAP EQUITY HRB ($56.23) Holding Chart

FULLERTHALER BEHAVIORAL SMALL CAP EQUITY HRB ($56.23) 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 %

Top Ranked Articles

  • 1