Gries Financial’s H&R Block HRB Stock Holding History

Gries Financial’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	-3,664	Closed	-$233K	–	290
2024 Q3	$233K	Sell	3,664 -94	-3%	-$5.6K	0.04%	236
2024 Q2	$204K	Buy	+3,758	New	+$187K	0.04%	236

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

Gries Financial's HRB Position: Q4 2024 in Review

Gries Financial sold out of H&R Block (HRB) in Q4 2024, closing a stake of 3,664 shares — an estimated $233K sold.

Gries Financial first reported a position in HRB in Q2 2024 and held it in 2 quarters. The position peaked at $233K in Q3 2024. 549 funds tracked by Wall St. Rank hold HRB as of Q4 2024.

Gries Financial reported no remaining H&R Block position as of Q4 2024 after selling out during the quarter.
Gries Financial sold 3,664 H&R Block shares in Q4 2024, an estimated $233K.
Gries Financial first reported a position in H&R Block in Q2 2024 and held it in 2 quarters.
Gries Financial's H&R Block position peaked at $233K in Q3 2024.
549 funds tracked by Wall St. Rank held H&R Block as of Q4 2024.

Based on Gries Financial's 13F filing for Q4 2024, filed 23 Jan 2025.