H&R Block shares owned by Bridgewater Associates
Quarter-by-quarter ownership of H&R Block (HRB) shares owned by Bridgewater Associates
from 13F filings
Historical chart of Bridgewater Associates investment in H&R Block
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Quarterly reported holdings in H&R Block by Bridgewater Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $20M | 310k | 63.55 |
| 2024-06-30 | $8.6M | 158k | 54.23 |
| 2024-03-31 | $17M | 346k | 49.11 |
| 2023-12-31 | $18M | 381k | 48.37 |
| 2023-09-30 | $14M | 330k | 43.06 |
| 2023-06-30 | $5.6M | 175k | 31.87 |
| 2023-03-31 | $4.1M | 117k | 35.25 |
| 2022-12-31 | $5.0M | 138k | 36.51 |
| 2022-09-30 | $2.0M | 48k | 42.54 |
| 2022-06-30 | $5.0M | 140k | 35.32 |
| 2022-03-31 | $233k | 8.9k | 26.05 |
| 2021-03-31 | $267k | 12k | 21.82 |
| 2018-12-31 | $852k | 34k | 25.38 |
| 2018-09-30 | $286k | 11k | 25.71 |
| 2018-03-31 | $327k | 13k | 25.42 |
| 2017-06-30 | $251k | 8.1k | 30.92 |
| 2015-09-30 | $692k | 19k | 36.21 |
| 2015-06-30 | $413k | 14k | 29.68 |
| 2014-03-31 | $512k | 17k | 30.18 |
| 2013-12-31 | $896k | 31k | 29.03 |
| 2013-09-30 | $2.0M | 77k | 26.66 |
| 2012-09-30 | $1.4M | 78k | 17.33 |
| 2012-03-31 | $3.3M | 198k | 16.47 |
| 2011-12-31 | $213k | 13k | 16.33 |
| 2010-12-31 | $17M | 1.4M | 11.91 |