Paradiem’s H&R Block HRB Stock Holding History

Paradiem’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 Q2	–	Sell	-163,878	Closed	-$8.05M	–	95
2024 Q1	$8.05M	Buy	163,878 +5,286	+3%	+$251K	1.99%	21
2023 Q4	$7.67M	Buy	+158,592	New	+$7.07M	2.14%	15

Other funds holding HRB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Paradiem's HRB Position: Q2 2024 in Review

Paradiem sold out of H&R Block (HRB) in Q2 2024, closing a stake of 163,878 shares — an estimated $8.05M sold.

Paradiem first reported a position in HRB in Q4 2023 and held it in 2 quarters. The position peaked at $8.05M in Q1 2024. 495 funds tracked by Wall St. Rank hold HRB as of Q2 2024.

Paradiem reported no remaining H&R Block position as of Q2 2024 after selling out during the quarter.
Paradiem sold 163,878 H&R Block shares in Q2 2024, an estimated $8.05M.
Paradiem first reported a position in H&R Block in Q4 2023 and held it in 2 quarters.
Paradiem's H&R Block position peaked at $8.05M in Q1 2024.
495 funds tracked by Wall St. Rank held H&R Block as of Q2 2024.

Based on Paradiem's 13F filing for Q2 2024, filed 22 Jul 2024.