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H&R Block shares owned by Caption Management

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

Historical chart of Caption Management investment in H&R Block

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

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Quarterly reported holdings in H&R Block by Caption Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.5M 71k 49.11
2018-06-30 $114k 5.0k 22.80

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First Solar Call Option (FSLR)
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Caterpillar Call Option (CAT)
Insmed Com Par $.01 Call Option (INSM)
Snowflake Cl A Call Option (SNOW)
Capri Holdings SHS Call Option (CPRI)
Spdr Ser Tr S&p Regl Bkg Put Option (KRE)
Sarepta Therapeutics Call Option (SRPT)
United States Steel Corporation Call Option (X)
AmerisourceBergen Call Option (COR)
Alphabet Cap Stk Cl C Put Option (GOOG)
Adobe Systems Incorporated Put Option (ADBE)
Celestica Call Option (CLS)

View all positions for Caption Management

Top funds holding H&R Block

FMR
BlackRock
Vanguard Group
State Street Corporation
Charles Schwab Investment Management
Hanna Zanoni
Wellington Management Company
Robeco Investment Management
Geode Capital Management
Dimensional Fund Advisors
Lazard Asset Management
AQR Capital Management
Northern Trust
Pacer Advisors
Bank of New York Mellon

View all funds holding H&R Block