Thomas Steyer’s H&R Block HRB Stock Holding History

Thomas Steyer’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	-508,200	Closed	-$18.4M	–	74
2015 Q3	$18.4M	Buy	+508,200	New	+$17.2M	0.24%	55

Other funds holding HRB

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock Group London, United Kingdom $210B AUM 15.76% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Thomas Steyer's HRB Position: Q4 2015 in Review

Thomas Steyer sold out of H&R Block (HRB) in Q4 2015, closing a stake of 508,200 shares — an estimated $18.4M sold.

Thomas Steyer first reported a position in HRB in Q3 2015 and held it in 1 quarter. The position peaked at $18.4M in Q3 2015. 450 funds tracked by Wall St. Rank hold HRB as of Q4 2015.

Thomas Steyer reported no remaining H&R Block position as of Q4 2015 after selling out during the quarter.
Thomas Steyer sold 508,200 H&R Block shares in Q4 2015, an estimated $18.4M.
Thomas Steyer first reported a position in H&R Block in Q3 2015 and held it in 1 quarter.
Thomas Steyer's H&R Block position peaked at $18.4M in Q3 2015.
450 funds tracked by Wall St. Rank held H&R Block as of Q4 2015.

Based on Farallon Capital Management's 13F filing for Q4 2015, filed 16 Feb 2016.