Clark Estates Inc’s H&R Block HRB Stock Holding History

Clark Estates Inc’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
2022 Q1	–	Sell	-195,000	Closed	-$4.59M	–	96
2021 Q4	$4.59M	Hold	195,000	–	–	0.67%	47
2021 Q3	$4.88M	Hold	195,000	–	–	0.7%	36
2021 Q2	$4.58M	Hold	195,000	–	–	0.6%	50
2021 Q1	$4.25M	Buy	195,000 +24,000	+14%	+$454K	0.54%	53
2020 Q4	$2.71M	Buy	+171,000	New	+$2.95M	0.38%	89
2020 Q2	–	Sell	-134,000	Closed	-$1.89M	–	103
2020 Q1	$1.89M	Hold	134,000	–	–	0.38%	78
2019 Q4	$3.15M	Hold	134,000	–	–	0.48%	71
2019 Q3	$3.17M	Hold	134,000	–	–	0.52%	56
2019 Q2	$3.93M	Hold	134,000	–	–	0.63%	37
2019 Q1	$3.21M	Hold	134,000	–	–	0.5%	71
2018 Q4	$3.4M	Hold	134,000	–	–	0.54%	41
2018 Q3	$3.45M	Buy	134,000 +4,000	+3%	+$101K	0.52%	60
2018 Q2	$2.96M	Hold	130,000	–	–	0.44%	79
2018 Q1	$3.3M	Hold	130,000	–	–	0.53%	61
2017 Q4	$3.41M	Buy	+130,000	New	+$3.37M	0.56%	52
2016 Q1	–	Sell	-77,700	Closed	-$2.59M	–	119
2015 Q4	$2.59M	Hold	77,700	–	–	0.47%	55
2015 Q3	$2.81M	Hold	77,700	–	–	0.48%	42
2015 Q2	$2.3M	Hold	77,700	–	–	0.37%	79
2015 Q1	$2.49M	Hold	77,700	–	–	0.4%	71
2014 Q4	$2.62M	Buy	77,700 +6,700	+9%	+$215K	0.39%	65
2014 Q3	$2.2M	Buy	+71,000	New	+$2.31M	0.35%	68

Other funds holding HRB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Clark Estates Inc's HRB Position: Q1 2022 in Review

Clark Estates Inc sold out of H&R Block (HRB) in Q1 2022, closing a stake of 195,000 shares — an estimated $4.59M sold.

Clark Estates Inc first reported a position in HRB in Q3 2014 and held it in 21 quarters. The position peaked at $4.88M in Q3 2021. 387 funds tracked by Wall St. Rank hold HRB as of Q1 2022.

Clark Estates Inc reported no remaining H&R Block position as of Q1 2022 after selling out during the quarter.
Clark Estates Inc sold 195,000 H&R Block shares in Q1 2022, an estimated $4.59M.
Clark Estates Inc first reported a position in H&R Block in Q3 2014 and held it in 21 quarters.
Clark Estates Inc's H&R Block position peaked at $4.88M in Q3 2021.
387 funds tracked by Wall St. Rank held H&R Block as of Q1 2022.

Based on Clark Estates Inc's 13F filing for Q1 2022, filed 13 May 2022.