Meritage Group’s H&R Block HRB Stock Holding History

Meritage Group’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	–	Sell	-1,362,831	Closed	-$37.8M	–	30
2013 Q2	$37.8M	Buy	+1,362,831	New	+$38.9M	1.1%	21

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $59B AUM 32.99% 1-Year Est. Return

Meritage Group's HRB Position: Q3 2013 in Review

Meritage Group sold out of H&R Block (HRB) in Q3 2013, closing a stake of 1,362,831 shares — an estimated $37.8M sold.

Meritage Group first reported a position in HRB in Q2 2013 and held it in 1 quarter. The position peaked at $37.8M in Q2 2013. 384 funds tracked by Wall St. Rank hold HRB as of Q3 2013.

Meritage Group reported no remaining H&R Block position as of Q3 2013 after selling out during the quarter.
Meritage Group sold 1,362,831 H&R Block shares in Q3 2013, an estimated $37.8M.
Meritage Group first reported a position in H&R Block in Q2 2013 and held it in 1 quarter.
Meritage Group's H&R Block position peaked at $37.8M in Q2 2013.
384 funds tracked by Wall St. Rank held H&R Block as of Q3 2013.

Based on Meritage Group's 13F filing for Q3 2013, filed 13 Nov 2013.