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H&R Block shares owned by Summit Global Investments

Quarter-by-quarter ownership of H&R Block (HRB) shares owned by Summit Global Investments from 13F filings

Historical chart of Summit Global Investments investment in H&R Block

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in H&R Block by Summit Global Investments

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.8M 42k 43.06
2023-06-30 $1.4M 44k 31.86
2023-03-31 $1.6M 44k 35.26

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Top funds holding H&R Block

BlackRock
FMR
Vanguard Group
State Street Corporation
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Robeco Investment Management
Lazard Asset Management
Geode Capital Management
Northern Trust
AQR Capital Management
Franklin Resources
Dimensional Fund Advisors
Wellington Management Company
Arrowstreet Capital, Limited Partnership
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