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Schonfeld Group Holdings’s H&R Block HRB Stock Holding History

Schonfeld Group Holdings’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
2015
Q4 		– Sell
-8,600
Closed -$311K – 282
2015
Q3 		$311K Buy
+8,600
New +$291K 0.16% 128
2014
Q2 		– Sell
-9,800
Closed -$296K – 180
2014
Q1 		$296K Buy
+9,800
New +$294K 0.07% 381

Other funds holding HRB

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BG
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
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Schonfeld Group Holdings's HRB Position: Q4 2015 in Review

Schonfeld Group Holdings sold out of H&R Block (HRB) in Q4 2015, closing a stake of 8,600 shares — an estimated $311K sold.

Schonfeld Group Holdings first reported a position in HRB in Q1 2014 and held it in 2 quarters. The position peaked at $311K in Q3 2015. 449 funds tracked by Wall St. Rank hold HRB as of Q4 2015.

  • Schonfeld Group Holdings reported no remaining H&R Block position as of Q4 2015 after selling out during the quarter.
  • Schonfeld Group Holdings sold 8,600 H&R Block shares in Q4 2015, an estimated $311K.
  • Schonfeld Group Holdings first reported a position in H&R Block in Q1 2014 and held it in 2 quarters.
  • Schonfeld Group Holdings's H&R Block position peaked at $311K in Q3 2015.
  • 449 funds tracked by Wall St. Rank held H&R Block as of Q4 2015.

Based on Schonfeld Group Holdings's 13F filing for Q4 2015, filed 12 Feb 2016.