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Hyperion Capital Advisors’s H&R Block HRB Stock Holding History

Hyperion Capital Advisors’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
-3,800
Closed -$241K – 116
2024
Q3 		$241K Buy
+3,800
New +$227K 0.11% 95

Other funds holding HRB

BlackRock
BlackRock New York $5.72T 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 $35.6B 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 $60.8B AUM 22.47% 1-Year Est. Return

Hyperion Capital Advisors's HRB Position: Q4 2024 in Review

Hyperion Capital Advisors sold out of H&R Block (HRB) in Q4 2024, closing a stake of 3,800 shares — an estimated $241K sold.

Hyperion Capital Advisors first reported a position in HRB in Q3 2024 and held it in 1 quarter. The position peaked at $241K in Q3 2024. 549 funds tracked by Wall St. Rank hold HRB as of Q4 2024.

  • Hyperion Capital Advisors reported no remaining H&R Block position as of Q4 2024 after selling out during the quarter.
  • Hyperion Capital Advisors sold 3,800 H&R Block shares in Q4 2024, an estimated $241K.
  • Hyperion Capital Advisors first reported a position in H&R Block in Q3 2024 and held it in 1 quarter.
  • Hyperion Capital Advisors's H&R Block position peaked at $241K in Q3 2024.
  • 549 funds tracked by Wall St. Rank held H&R Block as of Q4 2024.

Based on Hyperion Capital Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.