EGM
HRB icon

Espalier Global Management’s H&R Block HRB Stock Holding History

Espalier Global 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
2014
Q4 		– Sell
-250,000
Closed -$7.75M – 98
2014
Q3 		$7.75M Buy
+250,000
New +$8.15M 0.41% 58

Other funds holding HRB

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Espalier Global Management's HRB Position: Q1 2016 in Review

Espalier Global Management sold out of H&R Block (HRB) in Q1 2016, closing a stake of 158,500 shares — an estimated $5.28M sold.

Espalier Global Management first reported a position in HRB in Q1 2014 and held it in 6 quarters. The position peaked at $11.7M in Q2 2014. 428 funds tracked by Wall St. Rank hold HRB as of Q1 2016.

  • Espalier Global Management reported no remaining H&R Block position as of Q1 2016 after selling out during the quarter.
  • Espalier Global Management sold 158,500 H&R Block shares in Q1 2016, an estimated $5.28M.
  • Espalier Global Management first reported a position in H&R Block in Q1 2014 and held it in 6 quarters.
  • Espalier Global Management's H&R Block position peaked at $11.7M in Q2 2014.
  • 428 funds tracked by Wall St. Rank held H&R Block as of Q1 2016.

Based on Espalier Global Management's 13F filing for Q1 2016, filed 16 May 2016.