VAM
HRB icon

Visionary Asset Management’s H&R Block HRB Stock Holding History

Visionary Asset Management’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
-24,980
Closed -$703K – 82
2013
Q3 		$703K Buy
+24,980
New +$727K 0.22% 44

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

Visionary Asset Management's HRB Position: Q4 2013 in Review

Visionary Asset Management sold out of H&R Block (HRB) in Q4 2013, closing a stake of 24,980 shares — an estimated $703K sold.

Visionary Asset Management first reported a position in HRB in Q3 2013 and held it in 1 quarter. The position peaked at $703K in Q3 2013. 391 funds tracked by Wall St. Rank hold HRB as of Q4 2013.

  • Visionary Asset Management reported no remaining H&R Block position as of Q4 2013 after selling out during the quarter.
  • Visionary Asset Management sold 24,980 H&R Block shares in Q4 2013, an estimated $703K.
  • Visionary Asset Management first reported a position in H&R Block in Q3 2013 and held it in 1 quarter.
  • Visionary Asset Management's H&R Block position peaked at $703K in Q3 2013.
  • 391 funds tracked by Wall St. Rank held H&R Block as of Q4 2013.

Based on Visionary Asset Management's 13F filing for Q4 2013, filed 24 Jan 2014.