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      Current Value of Holding

      $5.03M

      Shares

      97.9k

      % of Portfolio

      0.01%

      Average Buy Price

      $42.3

      Avg closing price
      Price range

      24 Jeremy Grantham H&R Block Trades

      Jeremy Grantham's position in H&R Block is currently worth $5.03M. That's 0.01% of their equity portfolio (298th largest holding). The first H&R Block trade was made in Q2 2013. Since then Jeremy Grantham bought shares twelve more times and sold shares on eleven occasions. The stake costed the investor $4.14M, netting the investor a gain of 21% so far.

      Avg closing price
      Price range
      Sold 64.2% shares (-175k shares) Q2 2025
      Avg closing price $57.78
      Price range $54.32 - $63.04
      Increased shares by 67.7% (+110k shares) Q1 2025
      Avg closing price $53.48
      Price range $49.96 - $55.97
      Sold 8.7% shares (-15.4k shares) Q4 2024
      Avg closing price $58.66
      Price range $52.13 - $63.39
      Increased shares by 11.5% (+18.4k shares) Q3 2024
      Avg closing price $59.61
      Price range $52.99 - $66.60
      Sold 10.5% shares (-18.7k shares) Q1 2024
      Avg closing price $47.51
      Price range $45.44 - $50.49
      Sold 24.5% shares (-57.8k shares) Q4 2023
      Avg closing price $44.57
      Price range $40.86 - $48.95
      Sold 2.2% shares (-5.28k shares) Q3 2023
      Avg closing price $36.92
      Price range $31.07 - $43.09
      Increased shares by 47.0% (+77.3k shares) Q2 2023
      Avg closing price $32.30
      Price range $28.87 - $35.45
      Increased shares by 520.6% (+138k shares) Q1 2023
      Avg closing price $36.98
      Price range $33.24 - $39.75
      New holding (+26.5k shares) Q4 2022
      Avg closing price $40.64
      Price range $36.51 - $43.71
      Sold -37.1k shares Q2 2021
      Avg closing price $23.67
      Price range $21.86 - $26.19
      Sold 54.8% shares (-45k shares) Q1 2021
      Avg closing price $18.90
      Price range $15.66 - $21.80
      Sold 72.5% shares (-217k shares) Q4 2020
      Avg closing price $17.27
      Price range $15.16 - $19.18
      Increased shares by 59.1% (+111k shares) Q3 2020
      Avg closing price $14.70
      Price range $13.15 - $16.29
      Increased shares by 88.2% (+88.1k shares) Q2 2020
      Avg closing price $15.80
      Price range $11.94 - $19.76
      Increased shares by 129.5% (+56.4k shares) Q1 2020
      Avg closing price $20.94
      Price range $12.38 - $24.97
      Increased shares by 24.8% (+8.64k shares) Q4 2019
      Avg closing price $24.01
      Price range $23.02 - $25.18
      Increased shares by 206.1% (+23.5k shares) Q3 2019
      Avg closing price $26.46
      Price range $23.33 - $29.12
      Sold 14.9% shares (-2k shares) Q2 2019
      Avg closing price $26.88
      Price range $24.33 - $29.30
      Increased shares by 18.6% (+2.1k shares) Q1 2019
      Avg closing price $24.58
      Price range $23.53 - $25.91

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