Current Value of Holding

$9.97 Million

Shares

191 Thousand

% of Portfolio

0.09%

Average Buy Price

$24.6

Avg closing price
Price range

18 Chuck Royce H&R Block Trades

Chuck Royce's position in H&R Block is currently worth $9.97 Million. That's 0.09% of their equity portfolio (311th largest holding). The first H&R Block trade was made in Q2 2013. Since then Chuck Royce bought shares six more times and sold shares on eleven occasions. The stake costed the investor $4.7 Million, netting the investor a gain of 112% so far.

Avg closing price
Price range
Sold 46.9% shares (-169 Thousand shares) Q1 2024
Avg closing price $47.51
Price range $45.44 - $50.49
Sold 37.6% shares (-216 Thousand shares) Q4 2023
Avg closing price $44.57
Price range $40.86 - $48.95
Sold 16.8% shares (-116 Thousand shares) Q3 2023
Avg closing price $36.92
Price range $31.07 - $43.09
Increased shares by 9.7% (+61 Thousand shares) Q2 2023
Avg closing price $32.30
Price range $28.87 - $35.45
Sold 15.9% shares (-119 Thousand shares) Q1 2023
Avg closing price $36.98
Price range $33.24 - $39.75
Sold 19.9% shares (-186 Thousand shares) Q4 2022
Avg closing price $40.64
Price range $36.51 - $43.71
Sold 29.9% shares (-399 Thousand shares) Q3 2022
Avg closing price $42.32
Price range $36.45 - $48.44
Sold 30.2% shares (-576 Thousand shares) Q2 2022
Avg closing price $30.87
Price range $23.77 - $36.27
Increased shares by 5.6% (+102 Thousand shares) Q1 2022
Avg closing price $24.27
Price range $21.44 - $26.64
Increased shares by 349.8% (+1.41 Million shares) Q4 2021
Avg closing price $24.26
Price range $22.76 - $25.71
New holding (+402 Thousand shares) Q3 2021
Avg closing price $24.91
Price range $23.34 - $26.27
Sold -65 shares Q3 2020
Avg closing price $14.70
Price range $13.15 - $16.29
New holding (+65 shares) Q2 2020
Avg closing price $15.80
Price range $11.94 - $19.76
Sold -8 Thousand shares Q2 2018
Avg closing price $26.54
Price range $22.50 - $29.60
Sold 20.0% shares (-2 Thousand shares) Q1 2018
Avg closing price $26.31
Price range $24.47 - $28.73
New holding (+10 Thousand shares) Q4 2016
Avg closing price $22.87
Price range $21.30 - $23.98
Sold -28.3 Thousand shares Q3 2013
Avg closing price $29.09
Price range $26.05 - $31.99
New holding (+28.3 Thousand shares) Q2 2013
Avg closing price $28.53
Price range $26.70 - $29.90

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