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SG Americas Securities’s
H&R Block
HRB
Stock Holding History
SG Americas Securities’s Portfolio
HRB Stock Details
HRB Fund Activity
Bought
Maintained
Sold
Shares
Call Options
Put Options
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q1
–
Sell
-40,000
Closed
-$10K
–
3394
2020
Q4
$10K
Hold
40,000
–
–
﹤0.01%
3232
2020
Q3
$12K
Hold
40,000
–
–
﹤0.01%
2582
2020
Q2
$60K
Hold
40,000
–
–
﹤0.01%
3504
2020
Q1
$12K
Sell
40,000
-150,000
-79%
-$3.14M
﹤0.01%
3336
2019
Q4
$14K
Sell
190,000
-321,700
-63%
-$7.72M
﹤0.01%
3164
2019
Q3
$27K
Hold
511,700
–
–
﹤0.01%
2882
2019
Q2
$733K
Buy
+511,700
New
+$13.8M
0.01%
1642
2019
Q1
–
Sell
-250,000
Closed
-$8K
–
3460
2018
Q4
$8K
Hold
250,000
–
–
﹤0.01%
2952
2018
Q3
$100K
Buy
+250,000
New
+$6.34M
﹤0.01%
2873
Other funds holding HRB
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
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
Lazard Asset Management
New York
$60.7B AUM
22.47%
1-Year Est. Return
Citadel Advisors
Miami, Florida
$141B AUM
30.34%
1-Year Est. Return
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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