BlueCrest Capital Management’s H&R Block HRB Stock Holding History

BlueCrest Capital Management’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
2023 Q2	–	Sell	-8,500	Closed	-$300K	–	258
2023 Q1	$300K	Buy	+8,500	New	+$314K	0.01%	212
2019 Q4	–	Sell	-9,283	Closed	-$219K	–	471
2019 Q3	$219K	Sell	9,283 -5,297	-36%	-$140K	0.02%	470
2019 Q2	$427K	Buy	+14,580	New	+$392K	0.03%	231
2018 Q3	–	Sell	-74,952	Closed	-$1.71M	–	1631
2018 Q2	$1.71M	Buy	+74,952	New	+$1.99M	0.04%	352
2016 Q3	–	Sell	-31,196	Closed	-$718K	–	853
2016 Q2	$718K	Buy	31,196 +5,050	+19%	+$112K	0.03%	432
2016 Q1	$691K	Buy	+26,146	New	+$821K	0.04%	441
2015 Q4	–	Sell	-205,987	Closed	-$7.46M	–	1065
2015 Q3	$7.46M	Buy	+205,987	New	+$6.98M	0.25%	64

Other funds holding HRB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BlueCrest Capital Management's HRB Position: Q2 2023 in Review

BlueCrest Capital Management sold out of H&R Block (HRB) in Q2 2023, closing a stake of 8,500 shares — an estimated $300K sold.

BlueCrest Capital Management first reported a position in HRB in Q3 2015 and held it in 7 quarters. The position peaked at $7.46M in Q3 2015. 395 funds tracked by Wall St. Rank hold HRB as of Q2 2023.

BlueCrest Capital Management reported no remaining H&R Block position as of Q2 2023 after selling out during the quarter.
BlueCrest Capital Management sold 8,500 H&R Block shares in Q2 2023, an estimated $300K.
BlueCrest Capital Management first reported a position in H&R Block in Q3 2015 and held it in 7 quarters.
BlueCrest Capital Management's H&R Block position peaked at $7.46M in Q3 2015.
395 funds tracked by Wall St. Rank held H&R Block as of Q2 2023.

Based on BlueCrest Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.