H&R Block shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of H&R Block (HRB) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in H&R Block
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Quarterly reported holdings in H&R Block by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.5M | 31k | 49.11 |
| 2023-12-31 | $1.5M | 32k | 48.37 |
| 2023-09-30 | $1.5M | 34k | 43.06 |
| 2023-06-30 | $1.2M | 38k | 31.87 |
| 2023-03-31 | $1.4M | 39k | 35.25 |
| 2022-12-31 | $1.5M | 40k | 38.50 |
| 2022-09-30 | $1.7M | 41k | 42.52 |
| 2022-06-30 | $1.5M | 43k | 35.31 |
| 2022-03-31 | $1.1M | 44k | 26.05 |
| 2021-12-31 | $1.1M | 47k | 23.56 |
| 2021-09-30 | $1.2M | 47k | 25.00 |
| 2021-06-30 | $1.2M | 49k | 23.47 |
| 2021-03-31 | $1.1M | 51k | 21.80 |
| 2020-12-31 | $804k | 51k | 15.86 |
| 2020-09-30 | $890k | 55k | 16.30 |
| 2020-06-30 | $49k | 3.5k | 14.19 |
| 2020-03-31 | $49k | 3.5k | 14.19 |
| 2019-12-31 | $81k | 3.5k | 23.46 |
| 2019-09-30 | $82k | 3.5k | 23.75 |
| 2019-06-30 | $117k | 4.0k | 29.40 |
| 2019-03-31 | $95k | 4.0k | 23.88 |
| 2018-12-31 | $101k | 4.0k | 25.38 |
| 2018-09-30 | $102k | 4.0k | 25.63 |
| 2018-06-30 | $91k | 4.0k | 22.87 |
| 2018-03-31 | $119k | 4.7k | 25.47 |
| 2017-12-31 | $123k | 4.7k | 26.33 |
| 2017-09-30 | $124k | 4.7k | 26.54 |
| 2017-06-30 | $144k | 4.7k | 30.82 |
| 2017-03-31 | $122k | 5.2k | 23.29 |
More positions owned by Summit Investment Advisors
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