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Baader Bank Aktiengesellschaft’s H&R Block HRB Stock Holding History

Baader Bank Aktiengesellschaft’s Portfolio HRB Stock Details HRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7,295
Closed -$464K – 428
2024
Q3 		$464K Buy
+7,295
New +$435K 0.03% 245

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Baader Bank Aktiengesellschaft's HRB Position: Q4 2024 in Review

Baader Bank Aktiengesellschaft sold out of H&R Block (HRB) in Q4 2024, closing a stake of 7,295 shares — an estimated $464K sold.

Baader Bank Aktiengesellschaft first reported a position in HRB in Q3 2024 and held it in 1 quarter. The position peaked at $464K in Q3 2024. 549 funds tracked by Wall St. Rank hold HRB as of Q4 2024.

  • Baader Bank Aktiengesellschaft reported no remaining H&R Block position as of Q4 2024 after selling out during the quarter.
  • Baader Bank Aktiengesellschaft sold 7,295 H&R Block shares in Q4 2024, an estimated $464K.
  • Baader Bank Aktiengesellschaft first reported a position in H&R Block in Q3 2024 and held it in 1 quarter.
  • Baader Bank Aktiengesellschaft's H&R Block position peaked at $464K in Q3 2024.
  • 549 funds tracked by Wall St. Rank held H&R Block as of Q4 2024.

Based on Baader Bank Aktiengesellschaft's 13F filing for Q4 2024, filed 23 Jan 2025.