6 Meridian’s H&R Block HRB Stock Holding History

6 Meridian’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
2021 Q4	$206K	Buy	8,752 +70	+0.8%	+$1.7K	0.02%	383
2021 Q3	$217K	Buy	+8,682	New	+$216K	0.02%	287
2020 Q3	–	Sell	-10,886	Closed	-$155K	–	320
2020 Q2	$155K	Sell	10,886 -17,998	-62%	-$284K	0.02%	320
2020 Q1	$407K	Buy	+28,884	New	+$605K	0.04%	329
2018 Q3	–	Sell	-17,692	Closed	-$403K	–	461
2018 Q2	$403K	Sell	17,692 -295	-2%	-$7.83K	0.04%	353
2018 Q1	$457K	Buy	+17,987	New	+$473K	0.05%	303

Other funds holding HRB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

6 Meridian's HRB Position: Q4 2021 in Review

6 Meridian increased its H&R Block (HRB) stake by 0.81% in Q4 2021, buying an estimated $1.7K and bringing the position to 8,752 shares worth $206K. The position accounts for 0.02% of the portfolio, ranked #383.

6 Meridian first reported a position in HRB in Q1 2018 and has held it in 6 quarters since. The position peaked at $457K in Q1 2018. 387 funds tracked by Wall St. Rank hold HRB as of Q4 2021.

6 Meridian held 8,752 shares of H&R Block worth $206K as of Q4 2021.
6 Meridian bought 70 H&R Block shares in Q4 2021, an estimated $1.7K.
H&R Block made up 0.02% of 6 Meridian's portfolio in Q4 2021, its #383 holding.
6 Meridian first reported a position in H&R Block in Q1 2018 and has held it in 6 quarters since.
6 Meridian's H&R Block position peaked at $457K in Q1 2018.
387 funds tracked by Wall St. Rank held H&R Block as of Q4 2021.

Based on 6 Meridian's 13F filing for Q4 2021, filed 1 Feb 2022.