Howard Hughes Medical Institute’s H&R Block HRB Stock Holding History

Howard Hughes Medical Institute’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
2015 Q1	–	Sell	-3,159	Closed	-$106K	–	173
2014 Q4	$106K	Sell	3,159 -1,364	-30%	-$43.7K	0.03%	139
2014 Q3	$140K	Sell	4,523 -1,747	-28%	-$57K	0.03%	132
2014 Q2	$210K	Buy	+6,270	New	+$187K	0.04%	93
2014 Q1	–	Sell	-849	Closed	-$25K	–	206
2013 Q4	$25K	Sell	849 -1,902	-69%	-$54K	﹤0.01%	172
2013 Q3	$73K	Buy	2,751 +436	+19%	+$12.7K	0.01%	140
2013 Q2	$64K	Buy	+2,315	New	+$66.1K	0.02%	153

Other funds holding HRB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Howard Hughes Medical Institute's HRB Position: Q1 2015 in Review

Howard Hughes Medical Institute sold out of H&R Block (HRB) in Q1 2015, closing a stake of 3,159 shares — an estimated $106K sold.

Howard Hughes Medical Institute first reported a position in HRB in Q2 2013 and held it in 6 quarters. The position peaked at $210K in Q2 2014. 444 funds tracked by Wall St. Rank hold HRB as of Q1 2015.

Howard Hughes Medical Institute reported no remaining H&R Block position as of Q1 2015 after selling out during the quarter.
Howard Hughes Medical Institute sold 3,159 H&R Block shares in Q1 2015, an estimated $106K.
Howard Hughes Medical Institute first reported a position in H&R Block in Q2 2013 and held it in 6 quarters.
Howard Hughes Medical Institute's H&R Block position peaked at $210K in Q2 2014.
444 funds tracked by Wall St. Rank held H&R Block as of Q1 2015.

Based on Howard Hughes Medical Institute's 13F filing for Q1 2015, filed 14 May 2015.