Alyeska Investment Group
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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
2014
Q4 		– Sell
-1,000,000
Closed -$31M – 514
2014
Q3 		$31M Buy
+1,000,000
New +$32.6M 0.64% 33
2014
Q2 		– Sell
-540,700
Closed -$16.3M – 424
2014
Q1 		$16.3M Buy
+540,700
New +$16.2M 0.45% 82

Other funds holding HRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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 $609B AUM 40.19% 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 $59.9B AUM 27.01% 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 $166B AUM 43.98% 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. 386 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.
  • 386 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.