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Bridgeway Capital Management’s H&R Block HRB Stock Holding History

Bridgeway Capital 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
2023
Q1 		– Sell
-40,100
Closed -$1.46M – 1402
2022
Q4 		$1.46M Sell
40,100
-27,000
-40% -$1.1M 0.04% 650
2022
Q3 		$2.85M Buy
+67,100
New +$2.84M 0.08% 420
2018
Q1 		– Sell
-438,400
Closed -$11.5M – 1404
2017
Q4 		$11.5M Hold
438,400
– – 0.12% 145
2017
Q3 		$11.6M Buy
+438,400
New +$12.7M 0.13% 144
2015
Q1 		– Sell
-105,500
Closed -$3.55M – 1499
2014
Q4 		$3.55M Buy
+105,500
New +$3.38M 0.08% 292
2014
Q1 		– Sell
-72,100
Closed -$2.09M – 1435
2013
Q4 		$2.09M Sell
72,100
-16,800
-19% -$477K 0.06% 459
2013
Q3 		$2.37M Sell
88,900
-90,100
-50% -$2.62M 0.08% 345
2013
Q2 		$4.97M Buy
+179,000
New +$5.11M 0.2% 83

Other funds holding HRB

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return