Prairiewood Capital’s H&R Block HRB Stock Holding History

Prairiewood Capital’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	-35,533	Closed	-$837K	–	73
2021 Q4	$837K	Sell	35,533 -4,844	-12%	-$117K	0.66%	36
2021 Q3	$1.01M	Buy	40,377 +860	+2%	+$21.4K	0.83%	32
2021 Q2	$928K	Sell	39,517 -2,150	-5%	-$50.9K	0.79%	37
2021 Q1	$908K	Buy	+41,667	New	+$787K	0.83%	37

Other funds holding HRB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Prairiewood Capital's HRB Position: Q1 2022 in Review

Prairiewood Capital sold out of H&R Block (HRB) in Q1 2022, closing a stake of 35,533 shares — an estimated $837K sold.

Prairiewood Capital first reported a position in HRB in Q1 2021 and held it in 4 quarters. The position peaked at $1.01M in Q3 2021. 386 funds tracked by Wall St. Rank hold HRB as of Q1 2022.

Prairiewood Capital reported no remaining H&R Block position as of Q1 2022 after selling out during the quarter.
Prairiewood Capital sold 35,533 H&R Block shares in Q1 2022, an estimated $837K.
Prairiewood Capital first reported a position in H&R Block in Q1 2021 and held it in 4 quarters.
Prairiewood Capital's H&R Block position peaked at $1.01M in Q3 2021.
386 funds tracked by Wall St. Rank held H&R Block as of Q1 2022.

Based on Prairiewood Capital's 13F filing for Q1 2022, filed 20 Apr 2022.