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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 		$4.14M Buy
65,200
+11,200
+21% +$668K 0.01% 1054
2024
Q2 		$2.93M Buy
54,000
+22,600
+72% +$1.13M 0.01% 1132
2024
Q1 		$1.54M Sell
31,400
-18,100
-37% -$860K ﹤0.01% 1634
2023
Q4 		$2.39M Buy
49,500
+18,000
+57% +$802K 0.01% 1374
2023
Q3 		$1.36M Sell
31,500
-25,700
-45% -$949K 0.01% 1611
2023
Q2 		$1.82M Sell
57,200
-232,200
-80% -$7.5M 0.01% 1255
2023
Q1 		$10.2M Sell
289,400
-95,300
-25% -$3.52M 0.05% 379
2022
Q4 		$14M Buy
384,700
+42,100
+12% +$1.71M 0.08% 256
2022
Q3 		$14.6M Buy
342,600
+214,500
+167% +$9.08M 0.06% 309
2022
Q2 		$4.33M Sell
128,100
-9,000
-7% -$278K 0.01% 1503
2022
Q1 		$3.57M Sell
137,100
-119,100
-46% -$2.89M 0.01% 1353
2021
Q4 		$6.04M Buy
256,200
+74,100
+41% +$1.8M 0.01% 1019
2021
Q3 		$4.55M Sell
182,100
-30,800
-14% -$767K 0.01% 1225
2021
Q2 		$5M Buy
212,900
+77,900
+58% +$1.84M 0.01% 1106
2021
Q1 		$2.94M Buy
135,000
+134,900
+134,900% +$2.55M 0.01% 1508
2020
Q4 		$2K Sell
100
-220,100
-100% -$3.8M ﹤0.01% 4473
2020
Q3 		$3.59M Buy
220,200
+204,700
+1,321% +$3.01M 0.01% 1196
2020
Q2 		$221K Sell
15,500
-11,600
-43% -$183K ﹤0.01% 3320
2020
Q1 		$382K Buy
27,100
+27,000
+27,000% +$565K ﹤0.01% 2302
2019
Q4 		$2K Sell
100
-28,500
-100% -$684K ﹤0.01% 3276
2019
Q3 		$676K Buy
28,600
+28,500
+28,500% +$754K ﹤0.01% 2043
2019
Q2 		$3K Sell
100
-15,000
-99% -$403K ﹤0.01% 3539
2019
Q1 		$361K Sell
15,100
-200,100
-93% -$4.92M ﹤0.01% 2594
2018
Q4 		$5.46M Sell
215,200
-49,600
-19% -$1.32M 0.03% 587
2018
Q3 		$6.82M Buy
+264,800
New +$6.72M 0.03% 623

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.