Alyeska Investment Group’s H&R Block HRB Stock Holding History

Alyeska Investment 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
2020 Q1	–	Sell	-243,777	Closed	-$5.72M	–	413
2019 Q4	$5.72M	Sell	243,777 -50,930	-17%	-$1.22M	0.08%	214
2019 Q3	$6.96M	Buy	+294,707	New	+$7.8M	0.1%	190
2016 Q1	–	Sell	-69,338	Closed	-$2.31M	–	419
2015 Q4	$2.31M	Buy	+69,338	New	+$2.46M	0.02%	296
2015 Q3	–	Sell	-38,970	Closed	-$1.16M	–	497
2015 Q2	$1.16M	Sell	38,970 -949,943	-96%	-$29.8M	0.01%	398
2015 Q1	$31.7M	Sell	988,913 -125,440	-11%	-$4.2M	0.44%	78
2014 Q4	$37.5M	Buy	1,114,353 +168,544	+18%	+$5.4M	0.64%	34
2014 Q3	$29.3M	Sell	945,809 -254,191	-21%	-$8.29M	0.6%	38
2014 Q2	$40.2M	Sell	1,200,000 -300,000	-20%	-$8.93M	0.89%	10
2014 Q1	$45.3M	Buy	1,500,000 +475,000	+46%	+$14.3M	1.24%	8
2013 Q4	$29.8M	Hold	1,025,000	–	–	1.18%	11
2013 Q3	$27.3M	Sell	1,025,000 -275,000	-21%	-$8M	1.12%	14
2013 Q2	$36.1M	Buy	+1,300,000	New	+$37.1M	1.77%	4

Other funds holding HRB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Alyeska Investment Group's HRB Position: Q1 2020 in Review

Alyeska Investment Group sold out of H&R Block (HRB) in Q1 2020, closing a stake of 243,777 shares — an estimated $5.72M sold.

Alyeska Investment Group first reported a position in HRB in Q2 2013 and held it in 12 quarters. The position peaked at $45.3M in Q1 2014. 385 funds tracked by Wall St. Rank hold HRB as of Q1 2020.

Alyeska Investment Group reported no remaining H&R Block position as of Q1 2020 after selling out during the quarter.
Alyeska Investment Group sold 243,777 H&R Block shares in Q1 2020, an estimated $5.72M.
Alyeska Investment Group first reported a position in H&R Block in Q2 2013 and held it in 12 quarters.
Alyeska Investment Group's H&R Block position peaked at $45.3M in Q1 2014.
385 funds tracked by Wall St. Rank held H&R Block as of Q1 2020.

Based on Alyeska Investment Group's 13F filing for Q1 2020, filed 15 May 2020.