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Winchester Group’s H&R Block HRB Stock Holding History

Winchester Group’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
Q3 		$1.66M Hold
62,139
– – 0.36% 76
2013
Q2 		$1.72M Buy
+62,139
New +$1.77M 0.37% 70

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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
HCM
Hoplite Capital Management New York $15.1M AUM 27.41% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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 $60.8B AUM 26.63% 1-Year Est. Return

Winchester Group's HRB Position: Q3 2013 in Review

Winchester Group held its H&R Block (HRB) position steady in Q3 2013 at 62,139 shares worth $1.66M. The position accounts for 0.36% of the portfolio, ranked #76.

Winchester Group first reported a position in HRB in Q2 2013 and has held it in 2 quarters since. The position peaked at $1.72M in Q2 2013. 384 funds tracked by Wall St. Rank hold HRB as of Q3 2013.

  • Winchester Group held 62,139 shares of H&R Block worth $1.66M as of Q3 2013.
  • Winchester Group left its H&R Block share count unchanged in Q3 2013.
  • H&R Block made up 0.36% of Winchester Group's portfolio in Q3 2013, its #76 holding.
  • Winchester Group first reported a position in H&R Block in Q2 2013 and has held it in 2 quarters since.
  • Winchester Group's H&R Block position peaked at $1.72M in Q2 2013.
  • 384 funds tracked by Wall St. Rank held H&R Block as of Q3 2013.

Based on Winchester Group's 13F filing for Q3 2013, filed 16 Oct 2013.