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Ground Swell Capital’s H&R Block HRB Stock Holding History

Ground Swell Capital’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
2014
Q3 		$14K Buy
+465
New +$15.2K 0.03% 729

Other funds holding HRB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Ground Swell Capital's HRB Position: Q3 2014 in Review

Ground Swell Capital opened a new position in H&R Block (HRB) in Q3 2014: 465 shares worth $14K. The stake represents 0.03% of the portfolio and ranks #729 among its holdings.

424 funds tracked by Wall St. Rank hold HRB as of Q3 2014.

  • Ground Swell Capital held 465 shares of H&R Block worth $14K as of Q3 2014.
  • H&R Block was a new Ground Swell Capital position in Q3 2014.
  • H&R Block made up 0.03% of Ground Swell Capital's portfolio in Q3 2014, its #729 holding.
  • 424 funds tracked by Wall St. Rank held H&R Block as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.