Quantedge Capital’s H&R Block HRB Stock Holding History

Quantedge Capital’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 Q4	–	Sell	-13,000	Closed	-$826K	–	172
2024 Q3	$826K	Buy	+13,000	New	+$775K	0.25%	93
2023 Q2	–	Sell	-60,546	Closed	-$2.13M	–	146
2023 Q1	$2.13M	Sell	60,546 -91,200	-60%	-$3.37M	0.83%	38
2022 Q4	$5.54M	Buy	151,746 +61,246	+68%	+$2.49M	1.86%	10
2022 Q3	$3.85M	Buy	90,500 +37,500	+71%	+$1.59M	1.19%	25
2022 Q2	$1.87M	Sell	53,000 -20,200	-28%	-$624K	0.38%	85
2022 Q1	$1.91M	Sell	73,200 -21,300	-23%	-$517K	0.56%	59
2021 Q4	$2.23M	Buy	94,500 +12,000	+15%	+$291K	0.94%	32
2021 Q3	$2.06M	Hold	82,500	–	–	1%	32
2021 Q2	$1.94M	Buy	+82,500	New	+$1.95M	1.62%	15

Other funds holding HRB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Quantedge Capital's HRB Position: Q4 2024 in Review

Quantedge Capital sold out of H&R Block (HRB) in Q4 2024, closing a stake of 13,000 shares — an estimated $826K sold.

Quantedge Capital first reported a position in HRB in Q2 2021 and held it in 9 quarters. The position peaked at $5.54M in Q4 2022. 549 funds tracked by Wall St. Rank hold HRB as of Q4 2024.

Quantedge Capital reported no remaining H&R Block position as of Q4 2024 after selling out during the quarter.
Quantedge Capital sold 13,000 H&R Block shares in Q4 2024, an estimated $826K.
Quantedge Capital first reported a position in H&R Block in Q2 2021 and held it in 9 quarters.
Quantedge Capital's H&R Block position peaked at $5.54M in Q4 2022.
549 funds tracked by Wall St. Rank held H&R Block as of Q4 2024.

Based on Quantedge Capital's 13F filing for Q4 2024, filed 14 Feb 2025.