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H&R Block shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of H&R Block (HRB) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in H&R Block

Tip: Access up to 7 years of quarterly data

All positions including H&R Block held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in H&R Block by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $37M 588k 63.55
2024-06-30 $5.0M 92k 54.23
2024-03-31 $4.2M 86k 49.11
2023-09-30 $1.5M 36k 43.06
2023-06-30 $2.6M 83k 31.87
2023-03-31 $6.4M 414k 15.51
2022-12-31 $6.8M 187k 36.51
2022-09-30 $8.9M 208k 42.54
2022-06-30 $9.2M 260k 35.32
2022-03-31 $3.2M 123k 26.04
2021-12-31 $2.9M 122k 23.56
2021-09-30 $3.9M 154k 25.00
2021-06-30 $2.6M 111k 23.48
2021-03-31 $2.2M 103k 21.80
2020-12-31 $1.6M 100k 15.86
2020-09-30 $10M 635k 16.29
2020-06-30 $8.2M 572k 14.28
2020-03-31 $2.2M 160k 14.08
2019-12-31 $3.5M 150k 23.48
2019-09-30 $3.3M 142k 23.62
2019-06-30 $4.3M 146k 29.30
2019-03-31 $3.8M 160k 23.94
2018-12-31 $3.8M 150k 25.37
2018-06-30 $44k 1.9k 22.86
2018-03-31 $40k 1.5k 26.06
2017-12-31 $190k 7.2k 26.28
2017-09-30 $299k 11k 26.62
2017-06-30 $423k 14k 30.93
2017-03-31 $327k 14k 23.26
2016-12-31 $459k 20k 22.97
2016-09-30 $639k 28k 23.15
2016-06-30 $633k 28k 23.01
2016-03-31 $709k 27k 26.42
2015-12-31 $337k 10k 33.30
2015-09-30 $327k 9.0k 36.18
2015-06-30 $405k 14k 29.64
2015-03-31 $424k 13k 32.05
2014-12-31 $340k 10k 33.71
2014-09-30 $261k 8.4k 31.05
2014-06-30 $105k 3.1k 33.63
2014-03-31 $79k 2.6k 30.10
2013-12-31 $55k 1.9k 28.99
2013-09-30 $17k 644 26.40
2013-06-30 $18k 631 28.53

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Envestnet Asset Management

Top funds holding H&R Block

FMR
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Vanguard Group
Charles Schwab Investment Management
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Hanna Zanoni
Robeco Investment Management
Pacer Advisors
Geode Capital Management
Wellington Management Company
Dimensional Fund Advisors
Northern Trust
AQR Capital Management
Lazard Asset Management
Arrowstreet Capital, Limited Partnership

View all funds holding H&R Block