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	0.02%	118
2024 Q2	$448K	Buy	8,262 +5,637	+215%	+$281K	0.05%	105
2024 Q1	$129K	Sell	2,625 -1,032	-28%	-$49K	0.04%	142
2023 Q4	$177K	Buy	+3,657	New	+$163K	0.03%	129
2023 Q3	–	Sell	-7,993	Closed	-$255K	–	412
2023 Q2	$255K	Sell	7,993 -151	-2%	-$4.88K	0.01%	131
2023 Q1	$287K	Buy	+8,144	New	+$301K	0.02%	141
2022 Q3	–	Sell	-14,451	Closed	-$511K	–	428
2022 Q2	$511K	Buy	+14,451	New	+$446K	0.03%	120

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Gladius Capital Management's HRB Position: Q4 2024 in Review

Gladius Capital Management sold out of H&R Block (HRB) in Q4 2024, closing a stake of 2,316 shares — an estimated $147K sold.

Gladius Capital Management first reported a position in HRB in Q2 2022 and held it in 7 quarters. The position peaked at $511K in Q2 2022. 549 funds tracked by Wall St. Rank hold HRB as of Q4 2024.

Gladius Capital Management reported no remaining H&R Block position as of Q4 2024 after selling out during the quarter.
Gladius Capital Management sold 2,316 H&R Block shares in Q4 2024, an estimated $147K.
Gladius Capital Management first reported a position in H&R Block in Q2 2022 and held it in 7 quarters.
Gladius Capital Management's H&R Block position peaked at $511K in Q2 2022.
549 funds tracked by Wall St. Rank held H&R Block as of Q4 2024.

Based on Gladius Capital Management's 13F filing for Q4 2024, filed 31 Jan 2025.