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Robert N. Shapiro’s H&R Block HRB Stock Holding History

Robert N. Shapiro’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
Q4 		$90K Sell
2,676
-1,244
-32% -$39.8K 0.02% 375
2014
Q3 		$123K Buy
3,920
+2,320
+145% +$75.6K 0.02% 346
2014
Q2 		$54K Hold
1,600
– – 0.01% 453
2014
Q1 		$48K Hold
1,600
– – 0.01% 466
2013
Q4 		$46K Hold
1,600
– – 0.01% 476
2013
Q3 		$43K Hold
1,600
– – 0.01% 634
2013
Q2 		$44K Buy
+1,600
New +$45.7K 0.01% 593

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
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
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return