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Meru Capital Group’s H&R Block HRB Stock Holding History

Meru Capital Group’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
2016
Q4 		– Sell
-120,000
Closed -$2.78M – 55
2016
Q3 		$2.78M Buy
+120,000
New +$2.81M 0.78% 23
2014
Q4 		– Sell
-15,000
Closed -$465K – 66
2014
Q3 		$465K Buy
+15,000
New +$489K 0.17% 57

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
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Meru Capital Group's HRB Position: Q2 2017 in Review

Meru Capital Group sold out of H&R Block (HRB) in Q2 2017, closing a stake of 103,550 shares — an estimated $2.41M sold.

Meru Capital Group first reported a position in HRB in Q2 2013 and held it in 10 quarters. The position peaked at $46.1M in Q1 2014. 438 funds tracked by Wall St. Rank hold HRB as of Q2 2017.

  • Meru Capital Group reported no remaining H&R Block position as of Q2 2017 after selling out during the quarter.
  • Meru Capital Group sold 103,550 H&R Block shares in Q2 2017, an estimated $2.41M.
  • Meru Capital Group first reported a position in H&R Block in Q2 2013 and held it in 10 quarters.
  • Meru Capital Group's H&R Block position peaked at $46.1M in Q1 2014.
  • 438 funds tracked by Wall St. Rank held H&R Block as of Q2 2017.

Based on Meru Capital Group's 13F filing for Q2 2017, filed 11 Aug 2017.