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Zweig-DiMenna Associates’s H&R Block HRB Stock Holding History

Zweig-DiMenna Associates’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
2017
Q3 		– Sell
-7,000
Closed -$216K – 200
2017
Q2 		$216K Buy
+7,000
New +$184K 0.02% 195
2014
Q4 		– Sell
-7,900
Closed -$245K – 292
2014
Q3 		$245K Sell
7,900
-100
-1% -$3.26K 0.01% 219
2014
Q2 		$268K Buy
+8,000
New +$238K 0.01% 187

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Zweig-DiMenna Associates's HRB Position: Q3 2017 in Review

Zweig-DiMenna Associates sold out of H&R Block (HRB) in Q3 2017, closing a stake of 7,000 shares — an estimated $216K sold.

Zweig-DiMenna Associates first reported a position in HRB in Q2 2014 and held it in 3 quarters. The position peaked at $268K in Q2 2014. 425 funds tracked by Wall St. Rank hold HRB as of Q3 2017.

  • Zweig-DiMenna Associates reported no remaining H&R Block position as of Q3 2017 after selling out during the quarter.
  • Zweig-DiMenna Associates sold 7,000 H&R Block shares in Q3 2017, an estimated $216K.
  • Zweig-DiMenna Associates first reported a position in H&R Block in Q2 2014 and held it in 3 quarters.
  • Zweig-DiMenna Associates's H&R Block position peaked at $268K in Q2 2014.
  • 425 funds tracked by Wall St. Rank held H&R Block as of Q3 2017.

Based on Zweig-DiMenna Associates's 13F filing for Q3 2017, filed 6 Nov 2017.