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	0.01%	872
2024 Q2	–	Sell	-66,372	Closed	-$3.3M	–	3915
2024 Q1	$3.26M	Buy	+66,372	New	+$3.15M	0.01%	1095
2023 Q2	–	Sell	-32,382	Closed	-$1.05M	–	4242
2023 Q1	$1.14M	Buy	+32,382	New	+$1.2M	0.01%	1737
2022 Q1	–	Sell	-18,079	Closed	-$439K	–	5534
2021 Q4	$426K	Buy	+18,079	New	+$439K	﹤0.01%	3374
2021 Q3	–	Sell	-20,750	Closed	-$517K	–	5404
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	0.01%	1759
2020 Q4	$141K	Buy	+8,893	New	+$154K	﹤0.01%	3892
2020 Q1	–	Sell	-8,135	Closed	-$170K	–	4242
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	0.01%	1810

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

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

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

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

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

PEAK6 Investments's HRB Position: Q3 2024 in Review

PEAK6 Investments opened a new position in H&R Block (HRB) in Q3 2024: 88,097 shares worth $5.6M. The stake represents 0.01% of the portfolio and ranks #872 among its holdings. This is a return to the name: PEAK6 Investments previously reported a position in HRB as recently as Q1 2024.

PEAK6 Investments first reported a position in HRB in Q2 2019 and has held it in 10 quarters since. 542 funds tracked by Wall St. Rank hold HRB as of Q3 2024.

PEAK6 Investments held 88,097 shares of H&R Block worth $5.6M as of Q3 2024.
H&R Block was a new PEAK6 Investments position in Q3 2024.
H&R Block made up 0.01% of PEAK6 Investments's portfolio in Q3 2024, its #872 holding.
PEAK6 Investments first reported a position in H&R Block in Q2 2019 and has held it in 10 quarters since.
542 funds tracked by Wall St. Rank held H&R Block as of Q3 2024.

Based on PEAK6 Investments's 13F filing for Q3 2024, filed 14 Nov 2024.