FP
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Foundry Partners’s H&R Block HRB Stock Holding History

Foundry Partners’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
2021
Q4 		– Sell
-269,892
Closed -$6.75M – 364
2021
Q3 		$6.75M Sell
269,892
-12,875
-5% -$321K 0.24% 144
2021
Q2 		$6.64M Sell
282,767
-8,538
-3% -$202K 0.23% 147
2021
Q1 		$6.35M Sell
291,305
-145,515
-33% -$2.75M 0.21% 151
2020
Q4 		$6.93M Buy
436,820
+134,048
+44% +$2.32M 0.27% 122
2020
Q3 		$4.93M Buy
+302,772
New +$4.45M 0.24% 133

Other funds holding HRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 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 $60.8B AUM 22.47% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return