WIL
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Winifred I. Li’s H&R Block HRB Stock Holding History

Winifred I. Li’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 		$19K Buy
569
+513
+916% +$16.4K 0.02% 366
2014
Q3 		$2K Buy
+56
New +$1.83K ﹤0.01% 393

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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 $59B AUM 32.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Winifred I. Li's HRB Position: Q4 2014 in Review

Winifred I. Li increased its H&R Block (HRB) stake by 916% in Q4 2014, buying an estimated $16.4K and bringing the position to 569 shares worth $19K. The position accounts for 0.02% of the portfolio, ranked #366.

Winifred I. Li first reported a position in HRB in Q3 2014 and has held it in 2 quarters since. 437 funds tracked by Wall St. Rank hold HRB as of Q4 2014.

  • Winifred I. Li held 569 shares of H&R Block worth $19K as of Q4 2014.
  • Winifred I. Li bought 513 H&R Block shares in Q4 2014, an estimated $16.4K.
  • H&R Block made up 0.02% of Winifred I. Li's portfolio in Q4 2014, its #366 holding.
  • Winifred I. Li first reported a position in H&R Block in Q3 2014 and has held it in 2 quarters since.
  • 437 funds tracked by Wall St. Rank held H&R Block as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.