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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 $2.3T AUM 54.33% 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 $3.37T AUM 44.26% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $60.8B AUM 26.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Robert N. Shapiro's HRB Position: Q4 2014 in Review

Robert N. Shapiro reduced its H&R Block (HRB) stake by 32% in Q4 2014, selling an estimated $39.8K and leaving 2,676 shares worth $90K. The position accounts for 0.02% of the portfolio, ranked #375.

Robert N. Shapiro first reported a position in HRB in Q2 2013 and has held it in 7 quarters since. The position peaked at $123K in Q3 2014. 437 funds tracked by Wall St. Rank hold HRB as of Q4 2014.

  • Robert N. Shapiro held 2,676 shares of H&R Block worth $90K as of Q4 2014.
  • Robert N. Shapiro sold 1,244 H&R Block shares in Q4 2014, an estimated $39.8K.
  • H&R Block made up 0.02% of Robert N. Shapiro's portfolio in Q4 2014, its #375 holding.
  • Robert N. Shapiro first reported a position in H&R Block in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's H&R Block position peaked at $123K in Q3 2014.
  • 437 funds tracked by Wall St. Rank held H&R Block as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.