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Karsch Capital Management’s H&R Block HRB Stock Holding History

Karsch Capital Management’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
2013
Q3 		$2.16M Buy
+81,000
New +$2.36M 2.56% 21

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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
HCM
Hoplite Capital Management New York $15.1M AUM 27.41% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Karsch Capital Management's HRB Position: Q3 2013 in Review

Karsch Capital Management opened a new position in H&R Block (HRB) in Q3 2013: 81,000 shares worth $2.16M. The stake represents 2.56% of the portfolio and ranks #21 among its holdings.

384 funds tracked by Wall St. Rank hold HRB as of Q3 2013.

  • Karsch Capital Management held 81,000 shares of H&R Block worth $2.16M as of Q3 2013.
  • H&R Block was a new Karsch Capital Management position in Q3 2013.
  • H&R Block made up 2.56% of Karsch Capital Management's portfolio in Q3 2013, its #21 holding.
  • 384 funds tracked by Wall St. Rank held H&R Block as of Q3 2013.

Based on Karsch Capital Management's 13F filing for Q3 2013, filed 14 Nov 2013.