Evercore Wealth Management’s H&R Block HRB Stock Holding History

Evercore Wealth 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
2018 Q3	–	Sell	-10,988	Closed	-$250K	–	430
2018 Q2	$250K	Hold	10,988	–	–	0.01%	356
2018 Q1	$279K	Hold	10,988	–	–	0.01%	307
2017 Q4	$288K	Hold	10,988	–	–	0.01%	312
2017 Q3	$291K	Hold	10,988	–	–	0.01%	319
2017 Q2	$340K	Hold	10,988	–	–	0.01%	306
2017 Q1	$255K	Hold	10,988	–	–	0.01%	333
2016 Q4	$253K	Buy	10,988 +10,022	+1,037%	+$229K	0.01%	329
2016 Q3	$22K	Hold	966	–	–	﹤0.01%	757
2016 Q2	$22K	Hold	966	–	–	﹤0.01%	734
2016 Q1	$26K	Buy	+966	New	+$30.3K	﹤0.01%	681
2015 Q4	–	Sell	-13,068	Closed	-$473K	–	1036
2015 Q3	$473K	Buy	13,068 +537	+4%	+$18.2K	0.02%	261
2015 Q2	$371K	Hold	12,531	–	–	0.02%	318
2015 Q1	$402K	Hold	12,531	–	–	0.02%	307
2014 Q4	$422K	Hold	12,531	–	–	0.02%	267
2014 Q3	$388K	Hold	12,531	–	–	0.02%	301
2014 Q2	$420K	Buy	12,531 +2,068	+20%	+$61.6K	0.02%	293
2014 Q1	$315K	Hold	10,463	–	–	0.02%	318
2013 Q4	$303K	Hold	10,463	–	–	0.02%	327
2013 Q3	$278K	Buy	10,463 +1,946	+23%	+$56.6K	0.02%	364
2013 Q2	$237K	Buy	+8,517	New	+$243K	0.01%	378

Other funds holding HRB

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

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

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

Bank of New York Mellon

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

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ)

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return