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

Hudson Bay 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 Q2	–	Sell	-37,000	Closed	-$860K	–	651
2017 Q1	$860K	Buy	+37,000	New	+$827K	0.01%	644
2015 Q4	–	Sell	-25,580	Closed	-$926K	–	202
2015 Q3	$926K	Buy	+25,580	New	+$866K	0.04%	164
2014 Q4	–	Sell	-265,073	Closed	-$8.22M	–	202
2014 Q3	$8.22M	Buy	265,073 +65,000	+32%	+$2.12M	0.23%	80
2014 Q2	$6.71M	Buy	+200,073	New	+$5.96M	0.21%	86

Other funds holding HRB

BlackRock New York $5.72T AUM 30.48% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Hudson Bay Capital Management's HRB Position: Q2 2017 in Review

Hudson Bay Capital Management sold out of H&R Block (HRB) in Q2 2017, closing a stake of 37,000 shares — an estimated $860K sold.

Hudson Bay Capital Management first reported a position in HRB in Q2 2014 and held it in 4 quarters. The position peaked at $8.22M in Q3 2014. 438 funds tracked by Wall St. Rank hold HRB as of Q2 2017.

Hudson Bay Capital Management reported no remaining H&R Block position as of Q2 2017 after selling out during the quarter.
Hudson Bay Capital Management sold 37,000 H&R Block shares in Q2 2017, an estimated $860K.
Hudson Bay Capital Management first reported a position in H&R Block in Q2 2014 and held it in 4 quarters.
Hudson Bay Capital Management's H&R Block position peaked at $8.22M in Q3 2014.
438 funds tracked by Wall St. Rank held H&R Block as of Q2 2017.

Based on Hudson Bay Capital Management's 13F filing for Q2 2017, filed 11 Aug 2017.