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H&R Block shares owned by Carlson Capital Management

Quarter-by-quarter ownership of H&R Block (HRB) shares owned by Carlson Capital Management from 13F filings

Historical chart of Carlson Capital Management investment in H&R Block

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All positions including H&R Block held by Carlson Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in H&R Block by Carlson Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $855k 17k 49.11
2023-12-31 $842k 17k 48.37
2023-09-30 $749k 17k 43.06
2023-06-30 $555k 17k 31.87
2023-03-31 $613k 17k 35.25

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UnitedHealth (UNH)

View all positions for Carlson Capital Management

Top funds holding H&R Block

Vanguard Group
Lazard Asset Management
Charles Schwab Investment Management
Wellington Management Company
Robeco Investment Management
Dimensional Fund Advisors
AQR Capital Management
Arrowstreet Capital, Limited Partnership
Bank of New York Mellon
Norges Bank Investment Management
LSV Asset Management
Pacer Advisors
D. E. Shaw & Co
Citadel Advisors
NewEdge Wealth

View all funds holding H&R Block