Alyeska Investment Group

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	–	417
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	–	421
2015 Q4	$2.31M	Buy	+69,338	New	+$2.46M	0.02%	296
2015 Q3	–	Sell	-38,970	Closed	-$1.16M	–	499
2015 Q2	$1.16M	Sell	38,970 -949,943	-96%	-$29.8M	0.02%	398
2015 Q1	$31.7M	Sell	988,913 -125,440	-11%	-$4.2M	0.48%	78
2014 Q4	$37.5M	Buy	1,114,353 +168,544	+18%	+$5.4M	0.67%	34
2014 Q3	$29.3M	Sell	945,809 -254,191	-21%	-$8.29M	0.68%	38
2014 Q2	$40.2M	Sell	1,200,000 -300,000	-20%	-$8.93M	1.08%	10
2014 Q1	$45.3M	Buy	1,500,000 +475,000	+46%	+$14.3M	1.63%	8
2013 Q4	$29.8M	Hold	1,025,000	–	–	1.42%	11
2013 Q3	$27.3M	Sell	1,025,000 -275,000	-21%	-$8M	1.54%	14
2013 Q2	$36.1M	Buy	+1,300,000	New	+$37.1M	2.27%	4

Other funds holding HRB

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return