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
2015 Q4	–	Sell	-125,000	Closed	-$4.53M	–	1066
2015 Q3	$4.53M	Buy	+125,000	New	+$4.23M	0.15%	133

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.