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Driehaus Capital Management’s H&R Block HRB Stock Holding History

Driehaus Capital Management’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
-44,160
Closed -$1.17M – 568
2017
Q3 		$1.17M Buy
+44,160
New +$1.28M 0.05% 303
2016
Q2 		– Sell
-13,060
Closed -$345K – 590
2016
Q1 		$345K Buy
+13,060
New +$410K 0.01% 483

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $62.4B AUM 23.7% 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 $544B AUM 28.31% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Driehaus Capital Management's HRB Position: Q4 2017 in Review

Driehaus Capital Management sold out of H&R Block (HRB) in Q4 2017, closing a stake of 44,160 shares — an estimated $1.17M sold.

Driehaus Capital Management first reported a position in HRB in Q1 2016 and held it in 2 quarters. The position peaked at $1.17M in Q3 2017. 450 funds tracked by Wall St. Rank hold HRB as of Q4 2017.

  • Driehaus Capital Management reported no remaining H&R Block position as of Q4 2017 after selling out during the quarter.
  • Driehaus Capital Management sold 44,160 H&R Block shares in Q4 2017, an estimated $1.17M.
  • Driehaus Capital Management first reported a position in H&R Block in Q1 2016 and held it in 2 quarters.
  • Driehaus Capital Management's H&R Block position peaked at $1.17M in Q3 2017.
  • 450 funds tracked by Wall St. Rank held H&R Block as of Q4 2017.

Based on Driehaus Capital Management's 13F filing for Q4 2017, filed 14 Feb 2018.