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Steadfast Capital Management’s H&R Block HRB Stock Holding History

Steadfast Capital 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
2014
Q2 		– Sell
-572,953
Closed -$17.3M – 58
2014
Q1 		$17.3M Sell
572,953
-302,231
-35% -$9.07M 0.37% 43
2013
Q4 		$25.4M Sell
875,184
-636,163
-42% -$18.1M 0.58% 42
2013
Q3 		$40.3M Sell
1,511,347
-1,200,622
-44% -$34.9M 1.05% 33
2013
Q2 		$75.3M Buy
+2,711,969
New +$77.4M 2.2% 19

Other funds holding HRB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
SIG
Senator Investment Group New York $2.74B AUM 55.95% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Steadfast Capital Management's HRB Position: Q2 2014 in Review

Steadfast Capital Management sold out of H&R Block (HRB) in Q2 2014, closing a stake of 572,953 shares — an estimated $17.3M sold.

Steadfast Capital Management first reported a position in HRB in Q2 2013 and held it in 4 quarters. The position peaked at $75.3M in Q2 2013. 424 funds tracked by Wall St. Rank hold HRB as of Q2 2014.

  • Steadfast Capital Management reported no remaining H&R Block position as of Q2 2014 after selling out during the quarter.
  • Steadfast Capital Management sold 572,953 H&R Block shares in Q2 2014, an estimated $17.3M.
  • Steadfast Capital Management first reported a position in H&R Block in Q2 2013 and held it in 4 quarters.
  • Steadfast Capital Management's H&R Block position peaked at $75.3M in Q2 2013.
  • 424 funds tracked by Wall St. Rank held H&R Block as of Q2 2014.

Based on Steadfast Capital Management's 13F filing for Q2 2014, filed 14 Aug 2014.