Gradient Investments’s H&R Block HRB Stock Holding History

Gradient Investments’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
2024 Q2	–	Sell	-13	Closed	-$638	–	1427
2024 Q1	$638	Hold	13	–	–	﹤0.01%	983
2023 Q4	$629	Hold	13	–	–	﹤0.01%	1544
2023 Q3	$560	Sell	13 -30	-70%	-$1.11K	﹤0.01%	1527
2023 Q2	$1.37K	Buy	+43	New	+$1.39K	﹤0.01%	1270
2023 Q1	–	Sell	-23	Closed	-$840	–	1570
2022 Q4	$840	Buy	+23	New	+$935	﹤0.01%	1225
2015 Q2	–	Sell	-400	Closed	-$13K	–	669
2015 Q1	$13K	Buy	+400	New	+$13.4K	﹤0.01%	368

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

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

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

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Wellington Management Group

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

Boston Partners

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

Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return

Geode Capital Management

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