Rafferty Asset Management
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Rafferty Asset Management’s H&R Block HRB Stock Holding History

Rafferty Asset Management’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
-3,218
Closed -$205K – 1158
2024
Q3 		$205K Buy
+3,218
New +$192K ﹤0.01% 1111
2015
Q2 		– Sell
-6,559
Closed -$210K – 556
2015
Q1 		$210K Buy
+6,559
New +$220K 0.02% 539

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Rafferty Asset Management's HRB Position: Q4 2024 in Review

Rafferty Asset Management sold out of H&R Block (HRB) in Q4 2024, closing a stake of 3,218 shares — an estimated $205K sold.

Rafferty Asset Management first reported a position in HRB in Q1 2015 and held it in 2 quarters. The position peaked at $210K in Q1 2015. 549 funds tracked by Wall St. Rank hold HRB as of Q4 2024.

  • Rafferty Asset Management reported no remaining H&R Block position as of Q4 2024 after selling out during the quarter.
  • Rafferty Asset Management sold 3,218 H&R Block shares in Q4 2024, an estimated $205K.
  • Rafferty Asset Management first reported a position in H&R Block in Q1 2015 and held it in 2 quarters.
  • Rafferty Asset Management's H&R Block position peaked at $210K in Q1 2015.
  • 549 funds tracked by Wall St. Rank held H&R Block as of Q4 2024.

Based on Rafferty Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.