PMEF
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Point72 Middle East FZE’s H&R Block HRB Stock Holding History

Point72 Middle East FZE’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
2023
Q2 		– Sell
-17,520
Closed -$618K – 1774
2023
Q1 		$618K Buy
17,520
+11,359
+184% +$420K 0.02% 642
2022
Q4 		$225K Buy
+6,161
New +$250K 0.01% 1005

Other funds holding HRB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Point72 Middle East FZE's HRB Position: Q2 2023 in Review

Point72 Middle East FZE sold out of H&R Block (HRB) in Q2 2023, closing a stake of 17,520 shares — an estimated $618K sold.

Point72 Middle East FZE first reported a position in HRB in Q4 2022 and held it in 2 quarters. The position peaked at $618K in Q1 2023. 395 funds tracked by Wall St. Rank hold HRB as of Q2 2023.

  • Point72 Middle East FZE reported no remaining H&R Block position as of Q2 2023 after selling out during the quarter.
  • Point72 Middle East FZE sold 17,520 H&R Block shares in Q2 2023, an estimated $618K.
  • Point72 Middle East FZE first reported a position in H&R Block in Q4 2022 and held it in 2 quarters.
  • Point72 Middle East FZE's H&R Block position peaked at $618K in Q1 2023.
  • 395 funds tracked by Wall St. Rank held H&R Block as of Q2 2023.

Based on Point72 Middle East FZE's 13F filing for Q2 2023, filed 14 Aug 2023.