Twin Tree Management’s H&R Block HRB Stock Holding History

Twin Tree Management’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 Q4	–	Sell	-15,700	Closed	-$794K	–	1559
2025 Q3	$794K	Hold	15,700	–	–	﹤0.01%	1214
2025 Q2	$862K	Buy	+15,700	New	+$907K	﹤0.01%	1378
2023 Q4	–	Sell	-207,900	Closed	-$8.95M	–	1461
2023 Q3	$8.95M	Buy	+207,900	New	+$7.68M	0.02%	542
2022 Q4	–	Sell	-81,700	Closed	-$3.48M	–	1409
2022 Q3	$3.48M	Sell	81,700 -619,300	-88%	-$26.2M	0.01%	835
2022 Q2	$24.8M	Buy	+701,000	New	+$21.6M	0.04%	348
2020 Q1	–	Sell	-44,700	Closed	-$1.05M	–	1474
2019 Q4	$1.05M	Sell	44,700 -45,600	-50%	-$1.09M	﹤0.01%	851
2019 Q3	$2.13M	Buy	90,300 +42,200	+88%	+$1.12M	0.01%	670
2019 Q2	$1.41M	Sell	48,100 -29,500	-38%	-$793K	0.01%	734
2019 Q1	$1.86M	Sell	77,600 -110,200	-59%	-$2.71M	0.01%	689
2018 Q4	$4.76M	Sell	187,800 -89,800	-32%	-$2.4M	0.03%	508
2018 Q3	$7.15M	Buy	277,600 +75,200	+37%	+$1.91M	0.05%	313
2018 Q2	$4.61M	Buy	+202,400	New	+$5.37M	0.03%	445
2018 Q1	–	Sell	-90,000	Closed	-$2.36M	–	1187
2017 Q4	$2.36M	Sell	90,000 -40,900	-31%	-$1.06M	0.02%	566
2017 Q3	$3.47M	Hold	130,900	–	–	0.03%	465
2017 Q2	$4.05M	Buy	+130,900	New	+$3.44M	0.03%	413
2015 Q4	–	Sell	-18,100	Closed	-$655K	–	1468
2015 Q3	$655K	Sell	18,100 -6,800	-27%	-$230K	0.02%	680
2015 Q2	$738K	Buy	24,900 +17,300	+228%	+$543K	0.02%	725
2015 Q1	$244K	Buy	7,600 +1,000	+15%	+$33.5K	0.01%	928
2014 Q4	$222K	Buy	+6,600	New	+$211K	0.01%	900

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

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

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Twin Tree Management's HRB Position: Q3 2023 in Review

Twin Tree Management sold out of H&R Block (HRB) in Q3 2023, closing a stake of 67 shares — an estimated $2.47K sold.

Twin Tree Management first reported a position in HRB in Q4 2014 and held it in 19 quarters. The position peaked at $10.6M in Q3 2022. 410 funds tracked by Wall St. Rank hold HRB as of Q3 2023.

Twin Tree Management reported no remaining H&R Block position as of Q3 2023 after selling out during the quarter.
Twin Tree Management sold 67 H&R Block shares in Q3 2023, an estimated $2.47K.
Twin Tree Management first reported a position in H&R Block in Q4 2014 and held it in 19 quarters.
Twin Tree Management's H&R Block position peaked at $10.6M in Q3 2022.
410 funds tracked by Wall St. Rank held H&R Block as of Q3 2023.

Based on Twin Tree Management's 13F filing for Q3 2023, filed 14 Nov 2023.