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PDT Partners’s H&R Block HRB Stock Holding History

PDT Partners’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
2022
Q3 		– Sell
-11,701
Closed -$413K – 940
2022
Q2 		$413K Buy
+11,701
New +$361K 0.04% 647
2021
Q2 		– Sell
-16,147
Closed -$352K – 874
2021
Q1 		$352K Buy
+16,147
New +$305K 0.03% 577
2015
Q4 		– Sell
-121,639
Closed -$4.4M – 644
2015
Q3 		$4.4M Buy
121,639
+39,093
+47% +$1.32M 0.1% 252
2015
Q2 		$2.45M Buy
+82,546
New +$2.59M 0.06% 361
2014
Q4 		– Sell
-71,518
Closed -$2.22M – 834
2014
Q3 		$2.22M Buy
71,518
+52,518
+276% +$1.71M 0.06% 389
2014
Q2 		$637K Hold
19,000
– – 0.02% 863
2014
Q1 		$574K Buy
19,000
+900
+5% +$27K 0.01% 875
2013
Q4 		$526K Sell
18,100
-90,749
-83% -$2.58M 0.06% 407
2013
Q3 		$2.9M Buy
108,849
+44,243
+68% +$1.29M 0.08% 343
2013
Q2 		$1.79M Buy
+64,606
New +$1.84M 0.04% 593

Other funds holding HRB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return