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Sage Rock Capital Management’s H&R Block HRB Stock Holding History

Sage Rock Capital 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
Q3 		$69.9K Buy
+1,100
New +$65.6K 0.31% 31
2024
Q1 		– Sell
-3,300
Closed -$160K – 48
2023
Q4 		$160K Buy
+3,300
New +$147K 0.62% 28
2023
Q3 		– Sell
-4,400
Closed -$140K – 78
2023
Q2 		$140K Buy
+4,400
New +$142K 0.17% 43

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sage Rock Capital Management's HRB Position: Q3 2024 in Review

Sage Rock Capital Management opened a new position in H&R Block (HRB) in Q3 2024: 1,100 shares worth $69.9K. The stake represents 0.31% of the portfolio and ranks #31 among its holdings. This is a return to the name: Sage Rock Capital Management previously reported a position in HRB as recently as Q4 2023.

Sage Rock Capital Management first reported a position in HRB in Q2 2023 and has held it in 3 quarters since. The position peaked at $160K in Q4 2023. 542 funds tracked by Wall St. Rank hold HRB as of Q3 2024.

  • Sage Rock Capital Management held 1,100 shares of H&R Block worth $69.9K as of Q3 2024.
  • H&R Block was a new Sage Rock Capital Management position in Q3 2024.
  • H&R Block made up 0.31% of Sage Rock Capital Management's portfolio in Q3 2024, its #31 holding.
  • Sage Rock Capital Management first reported a position in H&R Block in Q2 2023 and has held it in 3 quarters since.
  • Sage Rock Capital Management's H&R Block position peaked at $160K in Q4 2023.
  • 542 funds tracked by Wall St. Rank held H&R Block as of Q3 2024.

Based on Sage Rock Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.