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Atria Investments’s H&R Block HRB Stock Holding History

Atria Investments’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
Q4 		– Sell
-9,754
Closed -$258K – 844
2017
Q3 		$258K Sell
9,754
-165
-2% -$4.79K 0.01% 650
2017
Q2 		$307K Buy
9,919
+1,214
+14% +$31.9K 0.02% 553
2017
Q1 		$202K Buy
+8,705
New +$195K 0.01% 652
2015
Q3 		– Sell
-25,839
Closed -$766K – 376
2015
Q2 		$766K Sell
25,839
-3,749
-13% -$118K 0.09% 169
2015
Q1 		$949K Buy
29,588
+6,366
+27% +$213K 0.11% 158
2014
Q4 		$782K Buy
23,222
+2,384
+11% +$76.4K 0.08% 196
2014
Q3 		$646K Buy
20,838
+2,394
+13% +$78.1K 0.07% 246
2014
Q2 		$618K Buy
18,444
+1,429
+8% +$42.5K 0.06% 245
2014
Q1 		$514K Buy
17,015
+4,327
+34% +$130K 0.05% 287
2013
Q4 		$368K Buy
12,688
+1,992
+19% +$56.6K 0.04% 339
2013
Q3 		$285K Buy
10,696
+2,026
+23% +$59K 0.03% 375
2013
Q2 		$241K Buy
+8,670
New +$247K 0.03% 356

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Atria Investments's HRB Position: Q4 2017 in Review

Atria Investments sold out of H&R Block (HRB) in Q4 2017, closing a stake of 9,754 shares — an estimated $258K sold.

Atria Investments first reported a position in HRB in Q2 2013 and held it in 12 quarters. The position peaked at $949K in Q1 2015. 450 funds tracked by Wall St. Rank hold HRB as of Q4 2017.

  • Atria Investments reported no remaining H&R Block position as of Q4 2017 after selling out during the quarter.
  • Atria Investments sold 9,754 H&R Block shares in Q4 2017, an estimated $258K.
  • Atria Investments first reported a position in H&R Block in Q2 2013 and held it in 12 quarters.
  • Atria Investments's H&R Block position peaked at $949K in Q1 2015.
  • 450 funds tracked by Wall St. Rank held H&R Block as of Q4 2017.

Based on Atria Investments's 13F filing for Q4 2017, filed 16 Jan 2018.