Susquehanna Fundamental Investments’s H&R Block HRB Stock Holding History

Susquehanna Fundamental Investments’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	-5,800	Closed	-$306K	–	1147
2024 Q4	$306K	Buy	+5,800	New	+$341K	﹤0.01%	938
2024 Q2	$1.2M	Buy	+22,200	New	+$1.11M	0.03%	521
2023 Q1	–	Sell	-190,199	Closed	-$6.94M	–	1016
2022 Q4	$6.94M	Sell	190,199 -45,966	-19%	-$1.87M	0.12%	229
2022 Q3	$10M	Buy	+236,165	New	+$9.99M	0.17%	171
2022 Q1	$5.51M	Buy	211,722 +124,792	+144%	+$3.03M	0.11%	267
2021 Q4	$2.05M	Sell	86,930 -92,760	-52%	-$2.25M	0.05%	417
2021 Q3	$4.49M	Sell	179,690 -36,383	-17%	-$906K	0.08%	325
2021 Q2	$5.07M	Buy	216,073 +4,793	+2%	+$113K	0.09%	303
2021 Q1	$4.61M	Buy	211,280 +43,155	+26%	+$816K	0.08%	343
2020 Q4	$2.67M	Buy	168,125 +118,425	+238%	+$2.05M	0.05%	531
2020 Q3	$810K	Sell	49,700 -129,000	-72%	-$1.9M	0.02%	719
2020 Q2	$2.55M	Buy	+178,700	New	+$2.82M	0.12%	209
2020 Q1	–	Sell	-167,100	Closed	-$3.92M	–	356
2019 Q4	$3.92M	Buy	167,100 +36,000	+27%	+$864K	0.51%	59
2019 Q3	$3.1M	Buy	+131,100	New	+$3.47M	0.38%	79
2019 Q1	–	Sell	-60,391	Closed	-$1.53M	–	402
2018 Q4	$1.53M	Buy	+60,391	New	+$1.61M	0.27%	123
2018 Q3	–	Sell	-223,278	Closed	-$5.09M	–	373
2018 Q2	$5.09M	Buy	223,278 +149,178	+201%	+$3.96M	0.75%	30
2018 Q1	$1.88M	Buy	+74,100	New	+$1.95M	0.22%	162

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 $29.7B AUM 43.33% 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 $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Susquehanna Fundamental Investments's HRB Position: Q1 2025 in Review

Susquehanna Fundamental Investments sold out of H&R Block (HRB) in Q1 2025, closing a stake of 5,800 shares — an estimated $306K sold.

Susquehanna Fundamental Investments first reported a position in HRB in Q1 2018 and held it in 17 quarters. The position peaked at $10M in Q3 2022. 562 funds tracked by Wall St. Rank hold HRB as of Q1 2025.

Susquehanna Fundamental Investments reported no remaining H&R Block position as of Q1 2025 after selling out during the quarter.
Susquehanna Fundamental Investments sold 5,800 H&R Block shares in Q1 2025, an estimated $306K.
Susquehanna Fundamental Investments first reported a position in H&R Block in Q1 2018 and held it in 17 quarters.
Susquehanna Fundamental Investments's H&R Block position peaked at $10M in Q3 2022.
562 funds tracked by Wall St. Rank held H&R Block as of Q1 2025.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2025, filed 14 May 2025.