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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

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

Wellington Management Group

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return