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Daniel Loeb’s H&R Block HRB Stock Holding History

Daniel Loeb’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
-4,448,000
Closed -$138M – 48
2014
Q3 		$138M Buy
4,448,000
+148,000
+3% +$4.83M 1.58% 24
2014
Q2 		$144M Buy
4,300,000
+800,000
+23% +$23.8M 1.77% 23
2014
Q1 		$106M Buy
+3,500,000
New +$105M 1.55% 27

Other funds holding HRB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Daniel Loeb's HRB Position: Q4 2014 in Review

Daniel Loeb sold out of H&R Block (HRB) in Q4 2014, closing a stake of 4,448,000 shares — an estimated $138M sold.

Daniel Loeb first reported a position in HRB in Q1 2014 and held it in 3 quarters. The position peaked at $144M in Q2 2014. 437 funds tracked by Wall St. Rank hold HRB as of Q4 2014.

  • Daniel Loeb reported no remaining H&R Block position as of Q4 2014 after selling out during the quarter.
  • Daniel Loeb sold 4,448,000 H&R Block shares in Q4 2014, an estimated $138M.
  • Daniel Loeb first reported a position in H&R Block in Q1 2014 and held it in 3 quarters.
  • Daniel Loeb's H&R Block position peaked at $144M in Q2 2014.
  • 437 funds tracked by Wall St. Rank held H&R Block as of Q4 2014.

Based on Third Point's 13F filing for Q4 2014, filed 13 Feb 2015.