Strategy Asset Managers’s H&R Block HRB Stock Holding History

Strategy Asset Managers’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
2025 Q1	–	Sell	-3,864	Closed	-$204K	–	250
2024 Q4	$204K	Hold	3,864	–	–	0.04%	239
2024 Q3	$246K	Buy	+3,864	New	+$230K	0.05%	231
2023 Q2	–	Sell	-12,635	Closed	-$445K	–	248
2023 Q1	$445K	Sell	12,635 -1,154	-8%	-$42.7K	0.11%	138
2022 Q4	$503K	Sell	13,789 -63	-0.5%	-$2.56K	0.13%	132
2022 Q3	$589K	Sell	13,852 -953	-6%	-$40.3K	0.16%	124
2022 Q2	$523K	Buy	+14,805	New	+$457K	0.16%	108
2014 Q2	–	Sell	-85,857	Closed	-$2.59M	–	133
2014 Q1	$2.59M	Sell	85,857 -6,113	-7%	-$183K	0.56%	63
2013 Q4	$2.67M	Sell	91,970 -1,812	-2%	-$51.5K	0.59%	65
2013 Q3	$2.5M	Buy	+93,782	New	+$2.73M	0.59%	67

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Strategy Asset Managers's HRB Position: Q1 2025 in Review

Strategy Asset Managers sold out of H&R Block (HRB) in Q1 2025, closing a stake of 3,864 shares — an estimated $204K sold.

Strategy Asset Managers first reported a position in HRB in Q3 2013 and held it in 9 quarters. The position peaked at $2.67M in Q4 2013. 562 funds tracked by Wall St. Rank hold HRB as of Q1 2025.

Strategy Asset Managers reported no remaining H&R Block position as of Q1 2025 after selling out during the quarter.
Strategy Asset Managers sold 3,864 H&R Block shares in Q1 2025, an estimated $204K.
Strategy Asset Managers first reported a position in H&R Block in Q3 2013 and held it in 9 quarters.
Strategy Asset Managers's H&R Block position peaked at $2.67M in Q4 2013.
562 funds tracked by Wall St. Rank held H&R Block as of Q1 2025.

Based on Strategy Asset Managers's 13F filing for Q1 2025, filed 9 May 2025.