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MSL
Mackay Shields LLC’s
H&R Block
HRB
Stock Holding History
Mackay Shields LLC’s Portfolio
HRB Stock Details
HRB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q2
–
Sell
-30,827
Closed
-$672K
–
981
2021
Q1
$672K
Sell
30,827
-94,195
-75%
-$1.78M
﹤0.01%
1119
2020
Q4
$1.98M
Sell
125,022
-52,558
-30%
-$908K
0.01%
857
2020
Q3
$2.89M
Buy
177,580
+146,221
+466%
+$2.15M
0.02%
627
2020
Q2
$447K
Buy
31,359
+1,081
+4%
+$17.1K
﹤0.01%
1222
2020
Q1
$426K
Sell
30,278
-156
-0.5%
-$3.27K
﹤0.01%
1158
2019
Q4
$715K
Sell
30,434
-629,288
-95%
-$15.1M
﹤0.01%
1125
2019
Q3
$15.6M
Sell
659,722
-156,347
-19%
-$4.14M
0.1%
251
2019
Q2
$23.9M
Buy
816,069
+405,709
+99%
+$10.9M
0.16%
129
2019
Q1
$9.82M
Sell
410,360
-490,488
-54%
-$12.1M
0.07%
324
2018
Q4
$22.9M
Buy
+900,848
New
+$24M
0.19%
123
2018
Q3
–
Sell
-1,211,236
Closed
-$27.6M
–
1182
2018
Q2
$27.6M
Buy
1,211,236
+1,000,724
+475%
+$26.6M
0.19%
134
2018
Q1
$5.35M
Buy
+210,512
New
+$5.54M
0.03%
489
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$32.4B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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