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Sumitomo Life Insurance’s H&R Block HRB Stock Holding History

Sumitomo Life Insurance’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
2015
Q2 		– Sell
-41,390
Closed -$1.33M – 297
2015
Q1 		$1.33M Buy
+41,390
New +$1.39M 0.15% 225

Other funds holding HRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Sumitomo Life Insurance's HRB Position: Q2 2015 in Review

Sumitomo Life Insurance sold out of H&R Block (HRB) in Q2 2015, closing a stake of 41,390 shares — an estimated $1.33M sold.

Sumitomo Life Insurance first reported a position in HRB in Q1 2015 and held it in 1 quarter. The position peaked at $1.33M in Q1 2015. 444 funds tracked by Wall St. Rank hold HRB as of Q2 2015.

  • Sumitomo Life Insurance reported no remaining H&R Block position as of Q2 2015 after selling out during the quarter.
  • Sumitomo Life Insurance sold 41,390 H&R Block shares in Q2 2015, an estimated $1.33M.
  • Sumitomo Life Insurance first reported a position in H&R Block in Q1 2015 and held it in 1 quarter.
  • Sumitomo Life Insurance's H&R Block position peaked at $1.33M in Q1 2015.
  • 444 funds tracked by Wall St. Rank held H&R Block as of Q2 2015.

Based on Sumitomo Life Insurance's 13F filing for Q2 2015, filed 29 Jul 2015.