Bill Miller’s H&R Block HRB Stock Holding History

Bill Miller’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 Q1	–	Sell	-63,000	Closed	-$3.05M	–	38
2023 Q4	$3.05M	Sell	63,000 -72,000	-53%	-$3.21M	1.81%	20
2023 Q3	$5.81M	Buy	+135,000	New	+$4.98M	3.65%	14
2022 Q3	–	Sell	-154,500	Closed	-$5.46M	–	106
2022 Q2	$5.46M	Sell	154,500 -255,500	-62%	-$7.89M	0.28%	46
2022 Q1	$10.7M	Hold	410,000	–	–	0.34%	42
2021 Q4	$9.66M	Buy	410,000 +20,000	+5%	+$485K	0.26%	48
2021 Q3	$9.75M	Sell	390,000 -30,000	-7%	-$747K	0.23%	48
2021 Q2	$9.86M	Hold	420,000	–	–	0.23%	54
2021 Q1	$9.16M	Buy	+420,000	New	+$7.94M	0.24%	49

Other funds holding HRB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

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

Bill Miller's HRB Position: Q1 2024 in Review

Bill Miller sold out of H&R Block (HRB) in Q1 2024, closing a stake of 63,000 shares — an estimated $3.05M sold.

Bill Miller first reported a position in HRB in Q1 2021 and held it in 8 quarters. The position peaked at $10.7M in Q1 2022. 480 funds tracked by Wall St. Rank hold HRB as of Q1 2024.

Bill Miller reported no remaining H&R Block position as of Q1 2024 after selling out during the quarter.
Bill Miller sold 63,000 H&R Block shares in Q1 2024, an estimated $3.05M.
Bill Miller first reported a position in H&R Block in Q1 2021 and held it in 8 quarters.
Bill Miller's H&R Block position peaked at $10.7M in Q1 2022.
480 funds tracked by Wall St. Rank held H&R Block as of Q1 2024.

Based on Miller Value Partners's 13F filing for Q1 2024, filed 7 May 2024.