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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
2020
Q4
–
Sell
-40,000
Closed
-$260K
–
3397
2020
Q3
$260K
Sell
40,000
-150,000
-79%
-$2.21M
﹤0.01%
2007
2020
Q2
$371K
Buy
190,000
+150,000
+375%
+$2.37M
﹤0.01%
2353
2020
Q1
$444K
Sell
40,000
-150,000
-79%
-$3.14M
0.01%
1932
2019
Q4
$396K
Sell
190,000
-321,700
-63%
-$7.72M
﹤0.01%
1962
2019
Q3
$902K
Hold
511,700
–
–
0.01%
1454
2019
Q2
$359K
Buy
+511,700
New
+$13.8M
﹤0.01%
2096
2019
Q1
–
Sell
-250,000
Closed
-$38K
–
3461
2018
Q4
$38K
Hold
250,000
–
–
﹤0.01%
2857
2018
Q3
$162K
Buy
+250,000
New
+$6.34M
﹤0.01%
2663
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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