Stokes Family Office’s H&R Block HRB Stock Holding History

Stokes Family Office’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
2023 Q4	–	Sell	-5,532	Closed	-$238K	–	266
2023 Q3	$238K	Buy	+5,532	New	+$204K	0.03%	281
2023 Q1	–	Sell	-7,068	Closed	-$258K	–	310
2022 Q4	$258K	Sell	7,068 -655	-8%	-$26.6K	0.03%	232
2022 Q3	$329K	Buy	7,723 +1,030	+15%	+$43.6K	0.05%	195
2022 Q2	$236K	Buy	+6,693	New	+$207K	0.03%	236

Other funds holding HRB

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

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

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

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

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Stokes Family Office's HRB Position: Q4 2023 in Review

Stokes Family Office sold out of H&R Block (HRB) in Q4 2023, closing a stake of 5,532 shares — an estimated $238K sold.

Stokes Family Office first reported a position in HRB in Q2 2022 and held it in 4 quarters. The position peaked at $329K in Q3 2022. 467 funds tracked by Wall St. Rank hold HRB as of Q4 2023.

Stokes Family Office reported no remaining H&R Block position as of Q4 2023 after selling out during the quarter.
Stokes Family Office sold 5,532 H&R Block shares in Q4 2023, an estimated $238K.
Stokes Family Office first reported a position in H&R Block in Q2 2022 and held it in 4 quarters.
Stokes Family Office's H&R Block position peaked at $329K in Q3 2022.
467 funds tracked by Wall St. Rank held H&R Block as of Q4 2023.

Based on Stokes Family Office's 13F filing for Q4 2023, filed 6 Feb 2024.