RGI
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River Global Investors’s H&R Block HRB Stock Holding History

River Global Investors’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
Q1 		– Sell
-11,729
Closed -$567K – 205
2023
Q4 		$567K Sell
11,729
-78
-0.7% -$3.48K 0.11% 195
2023
Q3 		$508K Sell
11,807
-4,410
-27% -$163K 0.12% 183
2023
Q2 		$516K Sell
16,217
-200
-1% -$6.46K 0.1% 182
2023
Q1 		$578K Sell
16,417
-490
-3% -$18.1K 0.12% 168
2022
Q4 		$617K Sell
16,907
-22,538
-57% -$916K 0.13% 163
2022
Q3 		$1.68M Sell
39,445
-15,320
-28% -$648K 0.32% 97
2022
Q2 		$1.94M Sell
54,765
-25,635
-32% -$791K 0.34% 88
2022
Q1 		$2.1M Sell
80,400
-12,300
-13% -$299K 0.28% 107
2021
Q4 		$2.18M Buy
92,700
+540
+0.6% +$13.1K 0.17% 109
2021
Q3 		$2.31M Hold
92,160
– – 0.18% 98
2021
Q2 		$2.16M Sell
92,160
-1,200
-1% -$28.4K 0.14% 97
2021
Q1 		$2.04M Sell
93,360
-4,900
-5% -$92.6K 0.12% 104
2020
Q4 		$1.56M Sell
98,260
-8,700
-8% -$150K 0.09% 118
2020
Q3 		$1.74M Buy
106,960
+22,070
+26% +$324K 0.13% 116
2020
Q2 		$1.21M Buy
+84,890
New +$1.34M 0.09% 127

Other funds holding HRB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $60.7B AUM 22.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return