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Midas Management’s H&R Block HRB Stock Holding History

Midas 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
-43,900
Closed -$1.02M – 133
2017
Q1 		$1.02M Hold
43,900
– – 0.54% 86
2016
Q4 		$1.01M Hold
43,900
– – 0.48% 103
2016
Q3 		$1.02M Hold
43,900
– – 0.62% 77
2016
Q2 		$1.01M Buy
+43,900
New +$976K 0.57% 88

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $70.2B AUM 30.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Midas Management's HRB Position: Q2 2017 in Review

Midas Management sold out of H&R Block (HRB) in Q2 2017, closing a stake of 43,900 shares — an estimated $1.02M sold.

Midas Management first reported a position in HRB in Q2 2016 and held it in 4 quarters. The position peaked at $1.02M in Q1 2017. 438 funds tracked by Wall St. Rank hold HRB as of Q2 2017.

  • Midas Management reported no remaining H&R Block position as of Q2 2017 after selling out during the quarter.
  • Midas Management sold 43,900 H&R Block shares in Q2 2017, an estimated $1.02M.
  • Midas Management first reported a position in H&R Block in Q2 2016 and held it in 4 quarters.
  • Midas Management's H&R Block position peaked at $1.02M in Q1 2017.
  • 438 funds tracked by Wall St. Rank held H&R Block as of Q2 2017.

Based on Midas Management's 13F filing for Q2 2017, filed 27 Jul 2017.