Capital World Investors
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Capital World Investors’s H&R Block HRB Stock Holding History

Capital World 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
2017
Q3 		– Sell
-218,357
Closed -$6.75M – 505
2017
Q2 		$6.75M Hold
218,357
– – ﹤0.01% 478
2017
Q1 		$5.08M Buy
218,357
+92,000
+73% +$2.06M ﹤0.01% 480
2016
Q4 		$2.9M Buy
+126,357
New +$2.89M ﹤0.01% 478

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Capital World Investors's HRB Position: Q3 2017 in Review

Capital World Investors sold out of H&R Block (HRB) in Q3 2017, closing a stake of 218,357 shares — an estimated $6.75M sold.

Capital World Investors first reported a position in HRB in Q4 2016 and held it in 3 quarters. The position peaked at $6.75M in Q2 2017. 425 funds tracked by Wall St. Rank hold HRB as of Q3 2017.

  • Capital World Investors reported no remaining H&R Block position as of Q3 2017 after selling out during the quarter.
  • Capital World Investors sold 218,357 H&R Block shares in Q3 2017, an estimated $6.75M.
  • Capital World Investors first reported a position in H&R Block in Q4 2016 and held it in 3 quarters.
  • Capital World Investors's H&R Block position peaked at $6.75M in Q2 2017.
  • 425 funds tracked by Wall St. Rank held H&R Block as of Q3 2017.

Based on Capital World Investors's 13F filing for Q3 2017, filed 14 Nov 2017.