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

Genus 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
2024 Q4	–	Sell	-43,000	Closed	-$2.73M	–	204
2024 Q3	$2.73M	Buy	+43,000	New	+$2.56M	0.36%	81

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

Genus Capital Management's HRB Position: Q3 2023 in Review

Genus Capital Management sold out of H&R Block (HRB) in Q3 2023, closing a stake of 23,500 shares — an estimated $749K sold.

Genus Capital Management first reported a position in HRB in Q2 2023 and held it in 1 quarter. The position peaked at $749K in Q2 2023. 410 funds tracked by Wall St. Rank hold HRB as of Q3 2023.

Genus Capital Management reported no remaining H&R Block position as of Q3 2023 after selling out during the quarter.
Genus Capital Management sold 23,500 H&R Block shares in Q3 2023, an estimated $749K.
Genus Capital Management first reported a position in H&R Block in Q2 2023 and held it in 1 quarter.
Genus Capital Management's H&R Block position peaked at $749K in Q2 2023.
410 funds tracked by Wall St. Rank held H&R Block as of Q3 2023.

Based on Genus Capital Management's 13F filing for Q3 2023, filed 1 Nov 2023.