Carl Domino’s H&R Block HRB Stock Holding History

Carl Domino’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	-16,165	Closed	-$500K	–	116
2017 Q2	$500K	Hold	16,165	–	–	0.58%	55
2017 Q1	$376K	Sell	16,165 -2,070	-11%	-$46.3K	0.41%	67
2016 Q4	$419K	Sell	18,235 -34,920	-66%	-$798K	0.45%	60
2016 Q3	$1.2M	Buy	53,155 +12,045	+29%	+$282K	1.14%	47
2016 Q2	$946K	Sell	41,110 -930	-2%	-$20.7K	0.89%	52
2016 Q1	$1.11M	Buy	+42,040	New	+$1.32M	1.02%	45

Other funds holding HRB

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Carl Domino's HRB Position: Q3 2017 in Review

Carl Domino sold out of H&R Block (HRB) in Q3 2017, closing a stake of 16,165 shares — an estimated $500K sold.

Carl Domino first reported a position in HRB in Q1 2016 and held it in 6 quarters. The position peaked at $1.2M in Q3 2016. 425 funds tracked by Wall St. Rank hold HRB as of Q3 2017.

Carl Domino reported no remaining H&R Block position as of Q3 2017 after selling out during the quarter.
Carl Domino sold 16,165 H&R Block shares in Q3 2017, an estimated $500K.
Carl Domino first reported a position in H&R Block in Q1 2016 and held it in 6 quarters.
Carl Domino's H&R Block position peaked at $1.2M in Q3 2016.
425 funds tracked by Wall St. Rank held H&R Block as of Q3 2017.

Based on Carl Domino's 13F filing for Q3 2017, filed 7 Nov 2017.