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U.S. Global Investors (USGI)’s H&R Block HRB Stock Holding History

U.S. Global Investors (USGI)’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
Q4 		– Sell
-7,100
Closed -$189K – 341
2013
Q3 		$189K Buy
+7,100
New +$207K 0.03% 236

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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
HCM
Hoplite Capital Management New York $15.1M AUM 27.41% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

U.S. Global Investors (USGI)'s HRB Position: Q4 2013 in Review

U.S. Global Investors (USGI) sold out of H&R Block (HRB) in Q4 2013, closing a stake of 7,100 shares — an estimated $189K sold.

U.S. Global Investors (USGI) first reported a position in HRB in Q3 2013 and held it in 1 quarter. The position peaked at $189K in Q3 2013. 391 funds tracked by Wall St. Rank hold HRB as of Q4 2013.

  • U.S. Global Investors (USGI) reported no remaining H&R Block position as of Q4 2013 after selling out during the quarter.
  • U.S. Global Investors (USGI) sold 7,100 H&R Block shares in Q4 2013, an estimated $189K.
  • U.S. Global Investors (USGI) first reported a position in H&R Block in Q3 2013 and held it in 1 quarter.
  • U.S. Global Investors (USGI)'s H&R Block position peaked at $189K in Q3 2013.
  • 391 funds tracked by Wall St. Rank held H&R Block as of Q4 2013.

Based on U.S. Global Investors (USGI)'s 13F filing for Q4 2013, filed 5 Mar 2014.