Lazard Asset Management’s H&R Block HRB Stock Holding History

Lazard Asset 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
2026 Q1	$119M	Buy	3,761,094 +1,269,064	+51%	+$44.2M	0.2%	114
2025 Q4	$109M	Sell	2,492,030 -721,147	-22%	-$33.7M	0.18%	127
2025 Q3	$162M	Buy	3,213,177 +26,708	+0.8%	+$1.41M	0.22%	101
2025 Q2	$175M	Sell	3,186,469 -543,838	-15%	-$31.4M	0.24%	95
2025 Q1	$205M	Buy	3,730,307 +1,145,281	+44%	+$61.2M	0.31%	74
2024 Q4	$137M	Buy	2,585,026 +695,581	+37%	+$40.9M	0.2%	102
2024 Q3	$120M	Sell	1,889,445 -373,631	-17%	-$22.3M	0.16%	117
2024 Q2	$123M	Sell	2,263,076 -2,636,363	-54%	-$131M	0.15%	118
2024 Q1	$241M	Buy	4,899,439 +161,604	+3%	+$7.68M	0.29%	73
2023 Q4	$229M	Sell	4,737,835 -1,593,166	-25%	-$71M	0.29%	74
2023 Q3	$273M	Sell	6,331,001 -291,013	-4%	-$10.7M	0.37%	66
2023 Q2	$211M	Buy	6,622,014 +1,512,508	+30%	+$48.9M	0.26%	93
2023 Q1	$180M	Buy	5,109,506 +2,065,389	+68%	+$76.4M	0.24%	96
2022 Q4	$111M	Buy	3,044,117 +1,002,316	+49%	+$40.7M	0.15%	118
2022 Q3	$86.9M	Sell	2,041,801 -307,360	-13%	-$13M	0.13%	149
2022 Q2	$83M	Sell	2,349,161 -3,595,837	-60%	-$111M	0.11%	160
2022 Q1	$155M	Buy	5,944,998 +40,977	+0.7%	+$995K	0.18%	108
2021 Q4	$139M	Buy	5,904,021 +262,017	+5%	+$6.36M	0.15%	123
2021 Q3	$141M	Sell	5,642,004 -2,122	-0%	-$52.9K	0.16%	116
2021 Q2	$133M	Sell	5,644,126 -826,446	-13%	-$19.6M	0.15%	122
2021 Q1	$141M	Sell	6,470,572 -1,802,102	-22%	-$34.1M	0.17%	112
2020 Q4	$131M	Buy	8,272,674 +3,234,810	+64%	+$55.9M	0.17%	116
2020 Q3	$82.1M	Buy	5,037,864 +1,578,029	+46%	+$23.2M	0.12%	149
2020 Q2	$49.4M	Sell	3,459,835 -1,108,809	-24%	-$17.5M	0.08%	194
2020 Q1	$64.3M	Buy	4,568,644 +322,427	+8%	+$6.75M	0.12%	142
2019 Q4	$99.7M	Buy	4,246,217 +863,289	+26%	+$20.7M	0.14%	129
2019 Q3	$79.9M	Buy	3,382,928 +1,135,343	+51%	+$30M	0.13%	133
2019 Q2	$65.9M	Buy	2,247,585 +242,552	+12%	+$6.52M	0.11%	152
2019 Q1	$48M	Buy	2,005,033 +481,190	+32%	+$11.8M	0.08%	175
2018 Q4	$38.7M	Buy	1,523,843 +550,375	+57%	+$14.7M	0.07%	180
2018 Q3	$25.1M	Sell	973,468 -18,967	-2%	-$481K	0.04%	275
2018 Q2	$22.6M	Buy	992,435 +427,651	+76%	+$11.3M	0.04%	289
2018 Q1	$14.3M	Buy	564,784 +172,927	+44%	+$4.55M	0.02%	368
2017 Q4	$10.3M	Buy	391,857 +95,194	+32%	+$2.47M	0.02%	437
2017 Q3	$7.86M	Buy	296,663 +108,440	+58%	+$3.15M	0.01%	487
2017 Q2	$5.82M	Buy	188,223 +10,181	+6%	+$267K	0.01%	515
2017 Q1	$4.14M	Buy	178,042 +23,108	+15%	+$517K	0.01%	579
2016 Q4	$3.56M	Buy	154,934 +122,355	+376%	+$2.8M	0.01%	565
2016 Q3	$754K	Buy	32,579 +11,039	+51%	+$258K	﹤0.01%	696
2016 Q2	$495K	Buy	+21,540	New	+$479K	﹤0.01%	739
2016 Q1	–	Sell	-282,331	Closed	-$9.4M	–	1072
2015 Q4	$9.4M	Buy	282,331 +119,702	+74%	+$4.25M	0.02%	410
2015 Q3	$5.89M	Buy	+162,629	New	+$5.51M	0.01%	462
2014 Q4	–	Sell	-269,400	Closed	-$8.35M	–	1148
2014 Q3	$8.35M	Sell	269,400 -5,800	-2%	-$189K	0.02%	424
2014 Q2	$9.22M	Buy	275,200 +274,541	+41,660%	+$8.17M	0.02%	412
2014 Q1	$19K	Hold	659	–	–	﹤0.01%	930
2013 Q4	$19K	Hold	659	–	–	﹤0.01%	948
2013 Q3	$17K	Hold	659	–	–	﹤0.01%	895
2013 Q2	$18K	Buy	+659	New	+$18.8K	﹤0.01%	954