Current Value of Holding

$3.49 Million

Shares

59.8 Thousand

% of Portfolio

0.01%

Average Buy Price

$59.6

Avg closing price
Price range

36 Jim Simons H&R Block Trades

Jim Simons acquired 59.8 Thousand H&R Block shares worth $3.49 Million. That's 0.01% of their equity portfolio (1503rd largest holding). The first H&R Block trade was made in Q2 2013. Since then Jim Simons bought shares fifteen more times and sold shares on twenty occasions. The investor's estimated purchase price is $3.56 Million, resulting in a loss of 2.1%.

Avg closing price
Price range
Sold 89.5% shares (-510 Thousand shares) Q4 2024
Avg closing price $58.66
Price range $52.13 - $63.39
New holding (+570 Thousand shares) Q3 2024
Avg closing price $59.61
Price range $52.99 - $66.60
Sold -321 Thousand shares Q4 2023
Avg closing price $44.57
Price range $40.86 - $48.95
New holding (+321 Thousand shares) Q3 2023
Avg closing price $36.92
Price range $31.07 - $43.09
Sold -1.17 Million shares Q4 2022
Avg closing price $40.64
Price range $36.51 - $43.71
Sold 13.0% shares (-174 Thousand shares) Q3 2022
Avg closing price $42.32
Price range $36.45 - $48.44
New holding (+1.34 Million shares) Q2 2022
Avg closing price $30.87
Price range $23.77 - $36.27
Sold -237 Thousand shares Q1 2022
Avg closing price $24.27
Price range $21.44 - $26.64
Sold 54.9% shares (-288 Thousand shares) Q4 2021
Avg closing price $24.26
Price range $22.76 - $25.71
Increased shares by 9.5% (+45.5 Thousand shares) Q3 2021
Avg closing price $24.91
Price range $23.34 - $26.27
New holding (+480 Thousand shares) Q2 2021
Avg closing price $23.67
Price range $21.86 - $26.19
Sold -67.8 Thousand shares Q1 2021
Avg closing price $18.90
Price range $15.66 - $21.80
Sold 96.3% shares (-1.77 Million shares) Q4 2020
Avg closing price $17.27
Price range $15.16 - $19.18
New holding (+1.84 Million shares) Q3 2020
Avg closing price $14.70
Price range $13.15 - $16.29
Sold -1.68 Million shares Q3 2019
Avg closing price $26.46
Price range $23.33 - $29.12
New holding (+1.68 Million shares) Q2 2019
Avg closing price $26.88
Price range $24.33 - $29.30
Sold -214 Thousand shares Q1 2018
Avg closing price $26.31
Price range $24.47 - $28.73
Sold 86.5% shares (-1.37 Million shares) Q4 2017
Avg closing price $25.96
Price range $23.86 - $28.99
Increased shares by 144.8% (+935 Thousand shares) Q3 2017
Avg closing price $29.05
Price range $25.69 - $31.51
New holding (+646 Thousand shares) Q2 2017
Avg closing price $26.25
Price range $22.95 - $31.34

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