Sciencast Management’s H&R Block HRB Stock Holding History

Sciencast 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
2025 Q3	–	Sell	-25,908	Closed	-$1.42M	–	322
2025 Q2	$1.42M	Buy	+25,908	New	+$1.5M	0.29%	132
2022 Q1	–	Sell	-13,460	Closed	-$333K	–	639
2021 Q4	$333K	Sell	13,460 -4,566	-25%	-$111K	0.06%	366
2021 Q3	$444K	Buy	+18,026	New	+$449K	0.13%	232
2021 Q1	–	Sell	-85,982	Closed	-$1.4M	–	573
2020 Q4	$1.4M	Buy	+85,982	New	+$1.49M	0.29%	113
2019 Q2	–	Sell	-27,731	Closed	-$691K	–	365
2019 Q1	$691K	Buy	+27,731	New	+$682K	0.25%	132
2018 Q1	–	Sell	-20,187	Closed	-$538K	–	398
2017 Q4	$538K	Buy	20,187 +2,697	+15%	+$70K	0.29%	138
2017 Q3	$426K	Buy	+17,490	New	+$508K	0.24%	158
2017 Q2	–	Sell	-13,613	Closed	-$317	–	422
2017 Q1	$317	Buy	+13,613	New	+$304K	0.17%	199
2016 Q3	–	Sell	-11,200	Closed	-$258K	–	173
2016 Q2	$258K	Buy	+11,200	New	+$249K	0.11%	225

Other funds holding HRB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Fuller & Thaler Asset Management

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

Boston Partners

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

Lazard Asset Management

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Geode Capital Management

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return