Gilder Gagnon Howe & Co’s H&R Block HRB Stock Holding History

Gilder Gagnon Howe & Co’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
2015 Q4	–	Sell	-905	Closed	-$33K	–	255
2015 Q3	$33K	Sell	905 -147,117	-99%	-$4.98M	﹤0.01%	245
2015 Q2	$4.39M	Sell	148,022 -7,791	-5%	-$244K	0.06%	162
2015 Q1	$5M	Buy	+155,813	New	+$5.22M	0.07%	137

Other funds holding HRB

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $59B AUM 32.99% 1-Year Est. Return

Gilder Gagnon Howe & Co's HRB Position: Q4 2015 in Review

Gilder Gagnon Howe & Co sold out of H&R Block (HRB) in Q4 2015, closing a stake of 905 shares — an estimated $33K sold.

Gilder Gagnon Howe & Co first reported a position in HRB in Q1 2015 and held it in 3 quarters. The position peaked at $5M in Q1 2015. 449 funds tracked by Wall St. Rank hold HRB as of Q4 2015.

Gilder Gagnon Howe & Co reported no remaining H&R Block position as of Q4 2015 after selling out during the quarter.
Gilder Gagnon Howe & Co sold 905 H&R Block shares in Q4 2015, an estimated $33K.
Gilder Gagnon Howe & Co first reported a position in H&R Block in Q1 2015 and held it in 3 quarters.
Gilder Gagnon Howe & Co's H&R Block position peaked at $5M in Q1 2015.
449 funds tracked by Wall St. Rank held H&R Block as of Q4 2015.

Based on Gilder Gagnon Howe & Co's 13F filing for Q4 2015, filed 4 Feb 2016.