GC
HRB icon

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
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