PEAK6 Investments’s H&R Block HRB Stock Holding History

PEAK6 Investments’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 Q3	$5.6M	Buy	+88,097	New	+$5.25M	0.28%	872
2024 Q2	–	Sell	-66,372	Closed	-$3.3M	–	4175
2024 Q1	$3.26M	Buy	+66,372	New	+$3.15M	0.16%	1095
2023 Q2	–	Sell	-32,382	Closed	-$1.05M	–	4519
2023 Q1	$1.14M	Buy	+32,382	New	+$1.2M	0.07%	1737
2022 Q1	–	Sell	-18,079	Closed	-$439K	–	5780
2021 Q4	$426K	Buy	+18,079	New	+$439K	0.01%	3374
2021 Q3	–	Sell	-20,750	Closed	-$517K	–	5613
2021 Q2	$487K	Sell	20,750 -83,505	-80%	-$1.98M	0.01%	3252
2021 Q1	$2.27M	Buy	104,255 +95,362	+1,072%	+$1.8M	0.06%	1759
2020 Q4	$141K	Buy	+8,893	New	+$154K	﹤0.01%	3892
2020 Q1	–	Sell	-8,135	Closed	-$170K	–	4392
2019 Q4	$191K	Sell	8,135 -650	-7%	-$15.6K	0.01%	2570
2019 Q3	$208K	Sell	8,785 -23,428	-73%	-$620K	0.01%	2877
2019 Q2	$944K	Buy	+32,213	New	+$866K	0.04%	1810

Other funds holding HRB

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return