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Susquehanna Portfolio Strategies’s H&R Block HRB Stock Holding History

Susquehanna Portfolio Strategies’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
Q4 		– Sell
-24,376
Closed -$1.55M – 154
2024
Q3 		$1.55M Hold
24,376
– – 0.11% 158
2024
Q2 		$1.32M Hold
24,376
– – 0.05% 256
2024
Q1 		$1.2M Hold
24,376
– – 0.03% 420
2023
Q4 		$1.18M Buy
+24,376
New +$1.09M 0.02% 554

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $654B AUM 26.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Susquehanna Portfolio Strategies's HRB Position: Q4 2024 in Review

Susquehanna Portfolio Strategies sold out of H&R Block (HRB) in Q4 2024, closing a stake of 24,376 shares — an estimated $1.55M sold.

Susquehanna Portfolio Strategies first reported a position in HRB in Q4 2023 and held it in 4 quarters. The position peaked at $1.55M in Q3 2024. 549 funds tracked by Wall St. Rank hold HRB as of Q4 2024.

  • Susquehanna Portfolio Strategies reported no remaining H&R Block position as of Q4 2024 after selling out during the quarter.
  • Susquehanna Portfolio Strategies sold 24,376 H&R Block shares in Q4 2024, an estimated $1.55M.
  • Susquehanna Portfolio Strategies first reported a position in H&R Block in Q4 2023 and held it in 4 quarters.
  • Susquehanna Portfolio Strategies's H&R Block position peaked at $1.55M in Q3 2024.
  • 549 funds tracked by Wall St. Rank held H&R Block as of Q4 2024.

Based on Susquehanna Portfolio Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.