BA
HRB icon

BlackRock Advisors’s H&R Block HRB Stock Holding History

BlackRock Advisors’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
2016
Q4 		$123M Buy
5,362,572
+829,080
+18% +$19M 0.12% 177
2016
Q3 		$105M Buy
4,533,492
+981,845
+28% +$23M 0.11% 205
2016
Q2 		$81.7M Buy
3,551,647
+61,276
+2% +$1.36M 0.08% 242
2016
Q1 		$92.2M Buy
3,490,371
+664,969
+24% +$20.9M 0.1% 218
2015
Q4 		$94.1M Buy
2,825,402
+72,238
+3% +$2.57M 0.1% 211
2015
Q3 		$99.7M Buy
2,753,164
+1,030,983
+60% +$34.9M 0.11% 196
2015
Q2 		$51.1M Sell
1,722,181
-219,667
-11% -$6.89M 0.05% 301
2015
Q1 		$62.3M Buy
1,941,848
+1,746,185
+892% +$58.5M 0.06% 285
2014
Q4 		$6.59M Sell
195,663
-50,512
-21% -$1.62M 0.01% 897
2014
Q3 		$7.63M Buy
246,175
+7,129
+3% +$232K 0.01% 859
2014
Q2 		$8.01M Buy
239,046
+235,922
+7,552% +$7.02M 0.01% 848
2014
Q1 		$94K Sell
3,124
-100
-3% -$3K ﹤0.01% 3056
2013
Q4 		$94K Sell
3,224
-63
-2% -$1.79K ﹤0.01% 3072
2013
Q3 		$88K Buy
3,287
+2
+0.1% +$58 ﹤0.01% 3016
2013
Q2 		$91K Buy
+3,285
New +$93.7K ﹤0.01% 2957

Other funds holding HRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

BlackRock Advisors's HRB Position: Q4 2016 in Review

BlackRock Advisors increased its H&R Block (HRB) stake by 18% in Q4 2016, buying an estimated $19M and bringing the position to 5,362,572 shares worth $123M. The position accounts for 0.12% of the portfolio, ranked #177.

BlackRock Advisors first reported a position in HRB in Q2 2013 and has held it in 15 quarters since. 407 funds tracked by Wall St. Rank hold HRB as of Q4 2016.

  • BlackRock Advisors held 5,362,572 shares of H&R Block worth $123M as of Q4 2016.
  • BlackRock Advisors bought 829,080 H&R Block shares in Q4 2016, an estimated $19M.
  • H&R Block made up 0.12% of BlackRock Advisors's portfolio in Q4 2016, its #177 holding.
  • BlackRock Advisors first reported a position in H&R Block in Q2 2013 and has held it in 15 quarters since.
  • 407 funds tracked by Wall St. Rank held H&R Block as of Q4 2016.

Based on BlackRock Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.