Alpine Global Management’s H&R Block HRB Stock Holding History

Alpine Global 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
2020 Q1	–	Sell	-26,367	Closed	-$619K	–	326
2019 Q4	$619K	Buy	+26,367	New	+$633K	0.13%	121
2015 Q3	–	Sell	-6,548	Closed	-$194K	–	420
2015 Q2	$194K	Buy	+6,548	New	+$205K	0.03%	402
2015 Q1	–	Sell	-6,035	Closed	-$203K	–	397
2014 Q4	$203K	Buy	+6,035	New	+$193K	0.04%	460

Other funds holding HRB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Alpine Global Management's HRB Position: Q1 2020 in Review

Alpine Global Management sold out of H&R Block (HRB) in Q1 2020, closing a stake of 26,367 shares — an estimated $619K sold.

Alpine Global Management first reported a position in HRB in Q4 2014 and held it in 3 quarters. The position peaked at $619K in Q4 2019. 385 funds tracked by Wall St. Rank hold HRB as of Q1 2020.

Alpine Global Management reported no remaining H&R Block position as of Q1 2020 after selling out during the quarter.
Alpine Global Management sold 26,367 H&R Block shares in Q1 2020, an estimated $619K.
Alpine Global Management first reported a position in H&R Block in Q4 2014 and held it in 3 quarters.
Alpine Global Management's H&R Block position peaked at $619K in Q4 2019.
385 funds tracked by Wall St. Rank held H&R Block as of Q1 2020.

Based on Alpine Global Management's 13F filing for Q1 2020, filed 9 Apr 2020.