Exited position

Joel Greenblatt’s Block H & R Inc (HRB) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Gotham Asset ManagementVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ4 2010Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares295.59KHighest verified quarter-end share count
Quarters reported9Verified quarters with shares above zero
What happened?

Gotham Asset Management first reported Block H & R Inc in Q4 2010. The reported position was increased and reduced across later filings. The latest verified relationship event shows that Gotham Asset Management sold the entire position in Q3 2019, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q3 2019
Sold the entire position−7.32K shares · No shares reported at quarter-end
Q2 2019
New position+7.32K shares · 7.32K shares reported
Filing context

Quarter-end price $29.24 · Estimated holding basis $29.24

Q1 2013
Sold the entire position−27.19K shares · No shares reported at quarter-end
Q4 2012
Sold 4.0% of the position−1.12K shares · 27.19K shares remained
Filing context

Quarter-end price $18.58 · Estimated holding basis $16.09

Q3 2012
Sold 10.8% of the position−3.44K shares · 28.31K shares remained
Filing context

Quarter-end price $17.34 · Estimated holding basis $16.09

Q2 2012
Sold 5.3% of the position−1.79K shares · 31.75K shares remained
Filing context

Quarter-end price $15.97 · Estimated holding basis $16.09

Portfolio importance

How important was Block H & R Inc in Gotham Asset Management’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight0.0%Q2 2019
Last reported rank#1051of 1115 reported positions
Peak portfolio weight1.2%Q4 2010
Best historical rank#24Q4 2010
At peak importanceQ4 2010
HRB
1.2%
Largest holding
2.4%
Cross-investor discovery

Who else owns Block H & R Inc?

Also reported by 1 other tracked investor in their latest verified filings.

Ray DalioBridgewater Associates, LP
HRB0.0% of reported portfolio
Explore Block H & R Inc across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$44.812026-09-17

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Gotham Asset Management, LLC’s Form 13F disclosures—not Joel Greenblatt’s personal brokerage account. The filing is firm-level rather than a personal stock list. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.