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FDO Partners’s H&R Block HRB Stock Holding History

FDO Partners’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
Q4 		– Sell
-7,678
Closed -$203K – 213
2017
Q3 		$203K Buy
+7,678
New +$223K 0.08% 208
2016
Q3 		– Sell
-55,639
Closed -$1.28M – 226
2016
Q2 		$1.28M Buy
55,639
+33,874
+156% +$753K 0.69% 53
2016
Q1 		$575K Buy
+21,765
New +$684K 0.37% 98

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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

FDO Partners's HRB Position: Q4 2017 in Review

FDO Partners sold out of H&R Block (HRB) in Q4 2017, closing a stake of 7,678 shares — an estimated $203K sold.

FDO Partners first reported a position in HRB in Q1 2016 and held it in 3 quarters. The position peaked at $1.28M in Q2 2016. 450 funds tracked by Wall St. Rank hold HRB as of Q4 2017.

  • FDO Partners reported no remaining H&R Block position as of Q4 2017 after selling out during the quarter.
  • FDO Partners sold 7,678 H&R Block shares in Q4 2017, an estimated $203K.
  • FDO Partners first reported a position in H&R Block in Q1 2016 and held it in 3 quarters.
  • FDO Partners's H&R Block position peaked at $1.28M in Q2 2016.
  • 450 funds tracked by Wall St. Rank held H&R Block as of Q4 2017.

Based on FDO Partners's 13F filing for Q4 2017, filed 13 Feb 2018.