nVerses Capital’s H&R Block HRB Stock Holding History

nVerses 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	-6,200	Closed	-$394K	–	386
2024 Q3	$394K	Buy	+6,200	New	+$370K	0.18%	176

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

nVerses Capital's HRB Position: Q4 2024 in Review

nVerses Capital sold out of H&R Block (HRB) in Q4 2024, closing a stake of 6,200 shares — an estimated $394K sold.

nVerses Capital first reported a position in HRB in Q3 2024 and held it in 1 quarter. The position peaked at $394K in Q3 2024. 549 funds tracked by Wall St. Rank hold HRB as of Q4 2024.

nVerses Capital reported no remaining H&R Block position as of Q4 2024 after selling out during the quarter.
nVerses Capital sold 6,200 H&R Block shares in Q4 2024, an estimated $394K.
nVerses Capital first reported a position in H&R Block in Q3 2024 and held it in 1 quarter.
nVerses Capital's H&R Block position peaked at $394K in Q3 2024.
549 funds tracked by Wall St. Rank held H&R Block as of Q4 2024.

Based on nVerses Capital's 13F filing for Q4 2024.