H&R Block shares owned by UBS Group
Historical chart of UBS Group investment in H&R Block
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All positions including H&R Block held by UBS Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in H&R Block by UBS Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $16M | 335k | 48.37 |
| 2023-09-30 | $16M | 370k | 43.06 |
| 2023-06-30 | $9.3M | 292k | 31.87 |
| 2023-03-31 | $22M | 630k | 35.25 |
| 2022-12-31 | $14M | 395k | 36.51 |
| 2022-09-30 | $13M | 316k | 42.53 |
| 2022-06-30 | $14M | 374k | 36.91 |
| 2022-03-31 | $12M | 442k | 26.04 |
| 2021-12-31 | $10M | 430k | 23.56 |
| 2021-09-30 | $12M | 471k | 25.00 |
| 2021-06-30 | $14M | 590k | 23.48 |
| 2021-03-31 | $14M | 629k | 21.80 |
| 2020-12-31 | $4.8M | 299k | 15.97 |
| 2020-09-30 | $6.3M | 387k | 16.29 |
| 2020-06-30 | $5.7M | 400k | 14.28 |
| 2020-03-31 | $2.1M | 147k | 14.08 |
| 2019-12-31 | $1.7M | 73k | 23.49 |
| 2019-09-30 | $3.4M | 145k | 23.61 |
| 2019-06-30 | $17M | 573k | 29.30 |
| 2019-03-31 | $10M | 430k | 23.92 |
| 2018-12-31 | $14M | 548k | 25.40 |
| 2018-09-30 | $20M | 766k | 25.77 |
| 2018-06-30 | $14M | 591k | 22.81 |
| 2018-03-31 | $21M | 804k | 25.47 |
| 2017-12-31 | $12M | 462k | 26.18 |
| 2017-09-30 | $3.3M | 123k | 26.48 |
| 2017-06-30 | $6.7M | 217k | 30.91 |
| 2017-03-31 | $4.5M | 192k | 23.25 |
| 2016-12-31 | $4.8M | 209k | 22.99 |
| 2016-09-30 | $5.5M | 236k | 23.15 |
| 2016-06-30 | $4.2M | 181k | 22.97 |
| 2016-03-31 | $2.9M | 111k | 26.36 |
| 2015-12-31 | $12M | 347k | 33.31 |
| 2015-09-30 | $14M | 376k | 36.20 |
| 2015-03-31 | $20M | 640k | 31.43 |