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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 		$534K Buy
+8,400
New +$501K ﹤0.01% 2275
2024
Q2 		– Sell
-69,100
Closed -$3.39M – 3914
2024
Q1 		$3.39M Sell
69,100
-200
-0.3% -$9.5K 0.01% 1068
2023
Q4 		$3.35M Sell
69,300
-114,000
-62% -$5.08M 0.01% 1121
2023
Q3 		$7.89M Buy
183,300
+132,200
+259% +$4.88M 0.04% 497
2023
Q2 		$1.63M Sell
51,100
-39,000
-43% -$1.26M 0.01% 1341
2023
Q1 		$3.18M Sell
90,100
-301,200
-77% -$11.1M 0.02% 970
2022
Q4 		$14.3M Sell
391,300
-336,500
-46% -$13.7M 0.08% 251
2022
Q3 		$31M Buy
727,800
+179,400
+33% +$7.59M 0.13% 124
2022
Q2 		$19.2M Buy
548,400
+370,000
+207% +$11.4M 0.04% 481
2022
Q1 		$4.65M Buy
178,400
+28,200
+19% +$685K 0.01% 1161
2021
Q4 		$3.54M Buy
150,200
+74,800
+99% +$1.81M 0.01% 1414
2021
Q3 		$1.89M Sell
75,400
-64,000
-46% -$1.59M ﹤0.01% 2032
2021
Q2 		$3.27M Buy
+139,400
New +$3.3M 0.01% 1443
2021
Q1 		– Sell
-25,700
Closed -$408K – 5148
2020
Q4 		$408K Buy
25,700
+16,600
+182% +$287K ﹤0.01% 3252
2020
Q3 		$148K Sell
9,100
-42,200
-82% -$620K ﹤0.01% 3671
2020
Q2 		$733K Buy
51,300
+34,700
+209% +$548K ﹤0.01% 2361
2020
Q1 		$234K Buy
16,600
+16,300
+5,433% +$341K ﹤0.01% 2710
2019
Q4 		$7K Buy
+300
New +$7.2K ﹤0.01% 3246
2019
Q2 		– Sell
-25,200
Closed -$603K – 3939
2019
Q1 		$603K Buy
25,200
+4,400
+21% +$108K ﹤0.01% 2242
2018
Q4 		$528K Sell
20,800
-90,300
-81% -$2.41M ﹤0.01% 2291
2018
Q3 		$2.86M Buy
+111,100
New +$2.82M 0.01% 1176

Other funds holding HRB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $654B AUM 26.35% 1-Year Est. Return
State Street
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

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.