Caxton Associates (New York)’s H&R Block HRB Stock Holding History

Caxton Associates (New York)’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	$542K	Sell	10,253 -16,892	-62%	-$993K	0.02%	316
2024 Q3	$1.73M	Sell	27,145 -12,352	-31%	-$736K	0.06%	154
2024 Q2	$2.14M	Buy	39,497 +29,117	+281%	+$1.45M	0.07%	144
2024 Q1	$510K	Buy	+10,380	New	+$493K	0.03%	317
2022 Q2	–	Sell	-35,573	Closed	-$926K	–	632
2022 Q1	$926K	Buy	+35,573	New	+$863K	0.08%	117
2021 Q4	–	Sell	-16,381	Closed	-$410K	–	610
2021 Q3	$410K	Sell	16,381 -4,210	-20%	-$105K	0.05%	243
2021 Q2	$483K	Buy	20,591 +4,729	+30%	+$112K	0.05%	181
2021 Q1	$346K	Buy	+15,862	New	+$300K	0.03%	240
2018 Q3	–	Sell	-9,434	Closed	-$215K	–	460
2018 Q2	$215K	Buy	+9,434	New	+$250K	0.01%	346
2017 Q3	–	Sell	-12,500	Closed	-$386K	–	548
2017 Q2	$386K	Buy	+12,500	New	+$328K	0.01%	412

Other funds holding HRB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Caxton Associates (New York)'s HRB Position: Q4 2024 in Review

Caxton Associates (New York) reduced its H&R Block (HRB) stake by 62% in Q4 2024, selling an estimated $993K and leaving 10,253 shares worth $542K. The position accounts for 0.02% of the portfolio, ranked #316.

Caxton Associates (New York) first reported a position in HRB in Q2 2017 and has held it in 10 quarters since. The position peaked at $2.14M in Q2 2024. 549 funds tracked by Wall St. Rank hold HRB as of Q4 2024.

Caxton Associates (New York) held 10,253 shares of H&R Block worth $542K as of Q4 2024.
Caxton Associates (New York) sold 16,892 H&R Block shares in Q4 2024, an estimated $993K.
H&R Block made up 0.02% of Caxton Associates (New York)'s portfolio in Q4 2024, its #316 holding.
Caxton Associates (New York) first reported a position in H&R Block in Q2 2017 and has held it in 10 quarters since.
Caxton Associates (New York)'s H&R Block position peaked at $2.14M in Q2 2024.
549 funds tracked by Wall St. Rank held H&R Block as of Q4 2024.

Based on Caxton Associates (New York)'s 13F filing for Q4 2024, filed 14 Feb 2025.