Lido Advisors’s H&R Block HRB Stock Holding History

Lido 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	-3,197	Closed	-$203K	–	1540
2024 Q3	$203K	Buy	+3,197	New	+$191K	﹤0.01%	1335
2024 Q2	–	Sell	-7,101	Closed	-$351K	–	1444
2024 Q1	$351K	Buy	+7,101	New	+$337K	﹤0.01%	1022

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

Lido Advisors's HRB Position: Q4 2024 in Review

Lido Advisors sold out of H&R Block (HRB) in Q4 2024, closing a stake of 3,197 shares — an estimated $203K sold.

Lido Advisors first reported a position in HRB in Q1 2024 and held it in 2 quarters. The position peaked at $351K in Q1 2024. 549 funds tracked by Wall St. Rank hold HRB as of Q4 2024.

Lido Advisors reported no remaining H&R Block position as of Q4 2024 after selling out during the quarter.
Lido Advisors sold 3,197 H&R Block shares in Q4 2024, an estimated $203K.
Lido Advisors first reported a position in H&R Block in Q1 2024 and held it in 2 quarters.
Lido Advisors's H&R Block position peaked at $351K in Q1 2024.
549 funds tracked by Wall St. Rank held H&R Block as of Q4 2024.

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