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

Echo Street 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 Q2	–	Sell	-15,472	Closed	-$545K	–	518
2023 Q1	$545K	Sell	15,472 -3,495	-18%	-$129K	﹤0.01%	244
2022 Q4	$692K	Buy	+18,967	New	+$771K	0.01%	219
2022 Q1	–	Sell	-35,108	Closed	-$827K	–	673
2021 Q4	$827K	Buy	+35,108	New	+$852K	0.01%	290
2021 Q3	–	Sell	-15,943	Closed	-$374K	–	680
2021 Q2	$374K	Buy	+15,943	New	+$377K	﹤0.01%	445
2020 Q3	–	Sell	-106,938	Closed	-$1.53M	–	235
2020 Q2	$1.53M	Buy	+106,938	New	+$1.69M	0.02%	214
2015 Q3	–	Sell	-218,725	Closed	-$6.49M	–	204
2015 Q2	$6.49M	Buy	+218,725	New	+$6.86M	0.29%	109

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

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

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Echo Street Capital Management's HRB Position: Q2 2023 in Review

Echo Street Capital Management sold out of H&R Block (HRB) in Q2 2023, closing a stake of 15,472 shares — an estimated $545K sold.

Echo Street Capital Management first reported a position in HRB in Q2 2015 and held it in 6 quarters. The position peaked at $6.49M in Q2 2015. 395 funds tracked by Wall St. Rank hold HRB as of Q2 2023.

Echo Street Capital Management reported no remaining H&R Block position as of Q2 2023 after selling out during the quarter.
Echo Street Capital Management sold 15,472 H&R Block shares in Q2 2023, an estimated $545K.
Echo Street Capital Management first reported a position in H&R Block in Q2 2015 and held it in 6 quarters.
Echo Street Capital Management's H&R Block position peaked at $6.49M in Q2 2015.
395 funds tracked by Wall St. Rank held H&R Block as of Q2 2023.

Based on Echo Street Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.