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

Wolverine 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
2018
Q1 		– Sell
-5,000
Closed -$131K – 1584
2017
Q4 		$131K Buy
+5,000
New +$130K ﹤0.01% 1135
2017
Q3 		– Sell
-51,500
Closed -$1.59M – 1451
2017
Q2 		$1.59M Buy
+51,500
New +$1.35M 0.04% 500
2014
Q4 		– Sell
-12
Closed -$1K – 2425
2014
Q3 		$1K Buy
+12
New +$391 ﹤0.01% 2359
2014
Q1 		– Sell
-109
Closed -$13K – 2687
2013
Q4 		$13K Buy
109
+99
+990% +$2.81K ﹤0.01% 2172
2013
Q3 		$9K Sell
10
-28
-74% -$815 ﹤0.01% 2243
2013
Q2 		$13K Buy
+38
New +$1.08K ﹤0.01% 2151

Other funds holding HRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return