Prem Watsa’s H&R Block HRB Stock Holding History

Prem Watsa’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 Q4	–	Sell	-1,035,019	Closed	-$44M	–	77
2022 Q3	$44M	Sell	1,035,019 -85,875	-8%	-$3.63M	1.13%	10
2022 Q2	$39.6M	Hold	1,120,894	–	–	1.39%	8
2022 Q1	$29.2M	Hold	1,120,894	–	–	0.97%	8
2021 Q4	$26.4M	Hold	1,120,894	–	–	0.85%	9
2021 Q3	$28M	Buy	1,120,894 +350,000	+45%	+$8.72M	0.91%	9
2021 Q2	$18.1M	Hold	770,894	–	–	0.58%	13
2021 Q1	$16.8M	Buy	+770,894	New	+$14.6M	0.59%	13

Other funds holding HRB

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

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

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

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Prem Watsa's HRB Position: Q4 2022 in Review

Prem Watsa sold out of H&R Block (HRB) in Q4 2022, closing a stake of 1,035,019 shares — an estimated $44M sold.

Prem Watsa first reported a position in HRB in Q1 2021 and held it in 7 quarters. The position peaked at $44M in Q3 2022. 452 funds tracked by Wall St. Rank hold HRB as of Q4 2022.

Prem Watsa reported no remaining H&R Block position as of Q4 2022 after selling out during the quarter.
Prem Watsa sold 1,035,019 H&R Block shares in Q4 2022, an estimated $44M.
Prem Watsa first reported a position in H&R Block in Q1 2021 and held it in 7 quarters.
Prem Watsa's H&R Block position peaked at $44M in Q3 2022.
452 funds tracked by Wall St. Rank held H&R Block as of Q4 2022.

Based on Fairfax Financial Holdings's 13F filing for Q4 2022, filed 14 Feb 2023.