EI
HRB icon

EAM Investors’s H&R Block HRB Stock Holding History

EAM Investors’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
-63,595
Closed -$4.04M – 298
2024
Q3 		$4.04M Buy
+63,595
New +$3.79M 0.6% 72
2022
Q4 		– Sell
-36,742
Closed -$1.56M – 299
2022
Q3 		$1.56M Sell
36,742
-4,330
-11% -$183K 0.34% 127
2022
Q2 		$1.45M Buy
+41,072
New +$1.27M 0.35% 116

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

EAM Investors's HRB Position: Q4 2024 in Review

EAM Investors sold out of H&R Block (HRB) in Q4 2024, closing a stake of 63,595 shares — an estimated $4.04M sold.

EAM Investors first reported a position in HRB in Q2 2022 and held it in 3 quarters. The position peaked at $4.04M in Q3 2024. 549 funds tracked by Wall St. Rank hold HRB as of Q4 2024.

  • EAM Investors reported no remaining H&R Block position as of Q4 2024 after selling out during the quarter.
  • EAM Investors sold 63,595 H&R Block shares in Q4 2024, an estimated $4.04M.
  • EAM Investors first reported a position in H&R Block in Q2 2022 and held it in 3 quarters.
  • EAM Investors's H&R Block position peaked at $4.04M in Q3 2024.
  • 549 funds tracked by Wall St. Rank held H&R Block as of Q4 2024.

Based on EAM Investors's 13F filing for Q4 2024, filed 13 Feb 2025.