Globeflex Capital’s H&R Block HRB Stock Holding History

Globeflex Capital’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	-4,663	Closed	-$296K	–	459
2024 Q3	$296K	Hold	4,663	–	–	0.03%	296
2024 Q2	$253K	Hold	4,663	–	–	0.03%	296
2024 Q1	$229K	Sell	4,663 -3,107	-40%	-$148K	0.02%	315
2023 Q4	$376K	Hold	7,770	–	–	0.04%	286
2023 Q3	$335K	Hold	7,770	–	–	0.04%	279
2023 Q2	$248K	Sell	7,770 -969	-11%	-$31.3K	0.03%	312
2023 Q1	$308K	Sell	8,739 -2,307	-21%	-$85.3K	0.04%	300
2022 Q4	$403K	Hold	11,046	–	–	0.05%	277
2022 Q3	$470K	Buy	+11,046	New	+$467K	0.08%	253
2019 Q3	–	Sell	-11,766	Closed	-$345K	–	524
2019 Q2	$345K	Hold	11,766	–	–	0.07%	341
2019 Q1	$282K	Buy	+11,766	New	+$289K	0.06%	353

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 $3.37T AUM 44.26% 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

Globeflex Capital's HRB Position: Q4 2024 in Review

Globeflex Capital sold out of H&R Block (HRB) in Q4 2024, closing a stake of 4,663 shares — an estimated $296K sold.

Globeflex Capital first reported a position in HRB in Q1 2019 and held it in 11 quarters. The position peaked at $470K in Q3 2022. 549 funds tracked by Wall St. Rank hold HRB as of Q4 2024.

Globeflex Capital reported no remaining H&R Block position as of Q4 2024 after selling out during the quarter.
Globeflex Capital sold 4,663 H&R Block shares in Q4 2024, an estimated $296K.
Globeflex Capital first reported a position in H&R Block in Q1 2019 and held it in 11 quarters.
Globeflex Capital's H&R Block position peaked at $470K in Q3 2022.
549 funds tracked by Wall St. Rank held H&R Block as of Q4 2024.

Based on Globeflex Capital's 13F filing for Q4 2024, filed 10 Feb 2025.