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Stephen Mandel’s H&R Block HRB Stock Holding History

Stephen Mandel’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
2013
Q4 		– Sell
-2,303,844
Closed -$61.4M – 63
2013
Q3 		$61.4M Sell
2,303,844
-5,332,200
-70% -$155M 0.27% 54
2013
Q2 		$212M Buy
+7,636,044
New +$218M 1.03% 42

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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
HCM
Hoplite Capital Management New York $15.1M AUM 27.41% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Stephen Mandel's HRB Position: Q4 2013 in Review

Stephen Mandel sold out of H&R Block (HRB) in Q4 2013, closing a stake of 2,303,844 shares — an estimated $61.4M sold.

Stephen Mandel first reported a position in HRB in Q2 2013 and held it in 2 quarters. The position peaked at $212M in Q2 2013. 391 funds tracked by Wall St. Rank hold HRB as of Q4 2013.

  • Stephen Mandel reported no remaining H&R Block position as of Q4 2013 after selling out during the quarter.
  • Stephen Mandel sold 2,303,844 H&R Block shares in Q4 2013, an estimated $61.4M.
  • Stephen Mandel first reported a position in H&R Block in Q2 2013 and held it in 2 quarters.
  • Stephen Mandel's H&R Block position peaked at $212M in Q2 2013.
  • 391 funds tracked by Wall St. Rank held H&R Block as of Q4 2013.

Based on Lone Pine Capital's 13F filing for Q4 2013, filed 14 Feb 2014.