Saddle Road Partners’s H&R Block HRB Stock Holding History

Saddle Road Partners’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 Q1	–	Sell	-16,244	Closed	-$541K	–	133
2015 Q4	$541K	Buy	+16,244	New	+$577K	0.37%	77

Other funds holding HRB

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Saddle Road Partners's HRB Position: Q1 2016 in Review

Saddle Road Partners sold out of H&R Block (HRB) in Q1 2016, closing a stake of 16,244 shares — an estimated $541K sold.

Saddle Road Partners first reported a position in HRB in Q4 2015 and held it in 1 quarter. The position peaked at $541K in Q4 2015. 428 funds tracked by Wall St. Rank hold HRB as of Q1 2016.

Saddle Road Partners reported no remaining H&R Block position as of Q1 2016 after selling out during the quarter.
Saddle Road Partners sold 16,244 H&R Block shares in Q1 2016, an estimated $541K.
Saddle Road Partners first reported a position in H&R Block in Q4 2015 and held it in 1 quarter.
Saddle Road Partners's H&R Block position peaked at $541K in Q4 2015.
428 funds tracked by Wall St. Rank held H&R Block as of Q1 2016.

Based on Saddle Road Partners's 13F filing for Q1 2016, filed 21 Apr 2016.