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

Gladius 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
-2,316
Closed -$147K – 150
2024
Q3 		$147K Sell
2,316
-5,946
-72% -$354K 0.09% 118
2024
Q2 		$448K Buy
8,262
+5,637
+215% +$281K 0.45% 105
2024
Q1 		$129K Sell
2,625
-1,032
-28% -$49K 0.13% 142
2023
Q4 		$177K Buy
+3,657
New +$163K 0.11% 129
2023
Q3 		– Sell
-7,993
Closed -$255K – 418
2023
Q2 		$255K Sell
7,993
-151
-2% -$4.88K 0.13% 131
2023
Q1 		$287K Buy
+8,144
New +$301K 0.09% 141
2022
Q3 		– Sell
-14,451
Closed -$511K – 434
2022
Q2 		$511K Buy
+14,451
New +$446K 0.11% 120

Other funds holding HRB

BlackRock
BlackRock New York $5.7T 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 $34.9B 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 $60.7B AUM 22.47% 1-Year Est. Return