Current Value of Holding

$8.31 Million

Shares

179 Thousand

% of Portfolio

0.04%

Average Buy Price

$35.9

Avg closing price
Price range

19 Jeremy Grantham H&R Block Trades

Jeremy Grantham's position in H&R Block is currently worth $8.31 Million. That's 0.04% of their equity portfolio (242nd largest holding). The first H&R Block trade was made in Q2 2013. Since then Jeremy Grantham bought shares ten more times and sold shares on eight occasions. The stake costed the investor $6.41 Million, netting the investor a gain of 30% so far.

Avg closing price
Price range
Sold 24.5% shares (-57.8 Thousand shares) Q4 2023
Avg closing price $44.57
Price range $40.86 - $48.95
Sold 2.2% shares (-5.28 Thousand shares) Q3 2023
Avg closing price $36.92
Price range $31.07 - $43.09
Increased shares by 47.0% (+77.3 Thousand shares) Q2 2023
Avg closing price $32.30
Price range $28.87 - $35.45
Increased shares by 520.6% (+138 Thousand shares) Q1 2023
Avg closing price $36.98
Price range $33.24 - $39.75
New holding (+26.5 Thousand shares) Q4 2022
Avg closing price $40.64
Price range $36.51 - $43.71
Sold -37.1 Thousand shares Q2 2021
Avg closing price $23.67
Price range $21.86 - $26.19
Sold 54.8% shares (-45 Thousand shares) Q1 2021
Avg closing price $18.90
Price range $15.66 - $21.80
Sold 72.5% shares (-217 Thousand shares) Q4 2020
Avg closing price $17.27
Price range $15.16 - $19.18
Increased shares by 59.1% (+111 Thousand shares) Q3 2020
Avg closing price $14.70
Price range $13.15 - $16.29
Increased shares by 88.2% (+88.1 Thousand shares) Q2 2020
Avg closing price $15.80
Price range $11.94 - $19.76
Increased shares by 129.5% (+56.4 Thousand shares) Q1 2020
Avg closing price $20.94
Price range $12.38 - $24.97
Increased shares by 24.8% (+8.64 Thousand shares) Q4 2019
Avg closing price $24.01
Price range $23.02 - $25.18
Increased shares by 206.1% (+23.5 Thousand shares) Q3 2019
Avg closing price $26.46
Price range $23.33 - $29.12
Sold 14.9% shares (-2 Thousand shares) Q2 2019
Avg closing price $26.88
Price range $24.33 - $29.30
Increased shares by 18.6% (+2.1 Thousand shares) Q1 2019
Avg closing price $24.58
Price range $23.53 - $25.91
New holding (+11.3 Thousand shares) Q4 2018
Avg closing price $26.69
Price range $23.63 - $28.73
Sold -29.7 Thousand shares Q4 2013
Avg closing price $28.40
Price range $27.20 - $29.62
Sold 8.1% shares (-2.62 Thousand shares) Q3 2013
Avg closing price $29.09
Price range $26.05 - $31.99
New holding (+32.3 Thousand shares) Q2 2013
Avg closing price $28.53
Price range $26.70 - $29.90

Embed chart

Easily embed the chart on your blog or website – it will always update automatically!