Koch Industries’s H&R Block HRB Stock Holding History

Koch Industries’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 Q3	–	Sell	-11,278	Closed	-$349K	–	512
2017 Q2	$349K	Buy	+11,278	New	+$296K	0.1%	230

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

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JAM

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

Koch Industries's HRB Position: Q3 2017 in Review

Koch Industries sold out of H&R Block (HRB) in Q3 2017, closing a stake of 11,278 shares — an estimated $349K sold.

Koch Industries first reported a position in HRB in Q2 2017 and held it in 1 quarter. The position peaked at $349K in Q2 2017. 425 funds tracked by Wall St. Rank hold HRB as of Q3 2017.

Koch Industries reported no remaining H&R Block position as of Q3 2017 after selling out during the quarter.
Koch Industries sold 11,278 H&R Block shares in Q3 2017, an estimated $349K.
Koch Industries first reported a position in H&R Block in Q2 2017 and held it in 1 quarter.
Koch Industries's H&R Block position peaked at $349K in Q2 2017.
425 funds tracked by Wall St. Rank held H&R Block as of Q3 2017.

Based on Koch Industries's 13F filing for Q3 2017, filed 13 Nov 2017.