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
2017
Q3 		– Sell
-10,000
Closed -$309K – 1452
2017
Q2 		$309K Sell
10,000
-66,000
-87% -$1.73M 0.01% 881
2017
Q1 		$1.77M Buy
+76,000
New +$1.7M 0.05% 416
2014
Q1 		– Sell
-267
Closed -$4K – 2689
2013
Q4 		$4K Buy
267
+51
+24% +$1.45K ﹤0.01% 2402
2013
Q3 		$1K Sell
216
-65
-23% -$1.89K ﹤0.01% 2592
2013
Q2 		$11K Buy
+281
New +$8.02K ﹤0.01% 2191

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