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Oppenheimer & Co’s H&R Block HRB Stock Holding History

Oppenheimer & Co’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
-7,250
Closed -$461K – 1596
2024
Q3 		$461K Buy
+7,250
New +$432K 0.01% 1069
2021
Q4 		– Sell
-28,122
Closed -$703K – 1521
2021
Q3 		$703K Buy
+28,122
New +$701K 0.01% 877
2017
Q1 		– Sell
-77,596
Closed -$1.78M – 1313
2016
Q4 		$1.78M Sell
77,596
-17,979
-19% -$411K 0.05% 406
2016
Q3 		$2.21M Sell
95,575
-136,220
-59% -$3.19M 0.06% 344
2016
Q2 		$5.33M Buy
231,795
+11,157
+5% +$248K 0.16% 143
2016
Q1 		$5.83M Sell
220,638
-9,938
-4% -$312K 0.18% 128
2015
Q4 		$7.68M Sell
230,576
-31,352
-12% -$1.11M 0.23% 102
2015
Q3 		$9.48M Buy
261,928
+6,352
+2% +$215K 0.29% 79
2015
Q2 		$7.58M Buy
255,576
+26,873
+12% +$843K 0.21% 107
2015
Q1 		$7.33M Buy
228,703
+59,738
+35% +$2M 0.2% 114
2014
Q4 		$5.69M Buy
168,965
+5,678
+3% +$182K 0.16% 152
2014
Q3 		$5.06M Buy
163,287
+1,025
+0.6% +$33.4K 0.15% 151
2014
Q2 		$5.44M Buy
162,262
+8,119
+5% +$242K 0.16% 144
2014
Q1 		$4.65M Buy
154,143
+143,744
+1,382% +$4.31M 0.14% 171
2013
Q4 		$302K Buy
+10,399
New +$295K 0.01% 1008
2013
Q3 		– Sell
-7,400
Closed -$205K – 1337
2013
Q2 		$205K Buy
+7,400
New +$211K 0.01% 1095

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $751B AUM 38.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Oppenheimer & Co's HRB Position: Q4 2024 in Review

Oppenheimer & Co sold out of H&R Block (HRB) in Q4 2024, closing a stake of 7,250 shares — an estimated $461K sold.

Oppenheimer & Co first reported a position in HRB in Q2 2013 and held it in 16 quarters. The position peaked at $9.48M in Q3 2015. 549 funds tracked by Wall St. Rank hold HRB as of Q4 2024.

  • Oppenheimer & Co reported no remaining H&R Block position as of Q4 2024 after selling out during the quarter.
  • Oppenheimer & Co sold 7,250 H&R Block shares in Q4 2024, an estimated $461K.
  • Oppenheimer & Co first reported a position in H&R Block in Q2 2013 and held it in 16 quarters.
  • Oppenheimer & Co's H&R Block position peaked at $9.48M in Q3 2015.
  • 549 funds tracked by Wall St. Rank held H&R Block as of Q4 2024.

Based on Oppenheimer & Co's 13F filing for Q4 2024, filed 5 Feb 2025.