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Lombard Odier Asset Management (USA)’s H&R Block HRB Stock Holding History

Lombard Odier Asset Management (USA)’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
2023
Q3 		– Sell
-8,561
Closed -$273K – 386
2023
Q2 		$273K Buy
+8,561
New +$277K 0.01% 297
2019
Q4 		– Sell
-10,727
Closed -$253K – 267
2019
Q3 		$253K Buy
+10,727
New +$284K 0.02% 229

Other funds holding HRB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Lombard Odier Asset Management (USA)'s HRB Position: Q3 2023 in Review

Lombard Odier Asset Management (USA) sold out of H&R Block (HRB) in Q3 2023, closing a stake of 8,561 shares — an estimated $273K sold.

Lombard Odier Asset Management (USA) first reported a position in HRB in Q3 2019 and held it in 2 quarters. The position peaked at $273K in Q2 2023. 410 funds tracked by Wall St. Rank hold HRB as of Q3 2023.

  • Lombard Odier Asset Management (USA) reported no remaining H&R Block position as of Q3 2023 after selling out during the quarter.
  • Lombard Odier Asset Management (USA) sold 8,561 H&R Block shares in Q3 2023, an estimated $273K.
  • Lombard Odier Asset Management (USA) first reported a position in H&R Block in Q3 2019 and held it in 2 quarters.
  • Lombard Odier Asset Management (USA)'s H&R Block position peaked at $273K in Q2 2023.
  • 410 funds tracked by Wall St. Rank held H&R Block as of Q3 2023.

Based on Lombard Odier Asset Management (USA)'s 13F filing for Q3 2023, filed 14 Nov 2023.