Current Value of Holding

$160 Million

Shares

3.35 Million

% of Portfolio

1.54%

Average Buy Price

$22.6

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11 Tom Russo H&R Block Trades

Tom Russo acquired 3.35 Million H&R Block shares worth $160 Million. That's 1.54% of their equity portfolio (15th largest holding). The investor owns 2.47% of the outstanding H&R Block stock. The first H&R Block trade was made in Q2 2005. Since then Tom Russo bought shares five more times and sold shares on five occasions. The stake costed the investor $75.6 Million, netting the investor a gain of 112% so far.

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Sold 1.6% shares (-53 Thousand shares) Q1 2008
Avg closing price $18.73
Price range $17.00 - $22.04
Sold 16.9% shares (-693 Thousand shares) Q4 2007
Avg closing price $20.20
Price range $17.60 - $22.49
Sold 50.2% shares (-4.13 Million shares) Q3 2007
Avg closing price $20.60
Price range $18.28 - $23.13
Increased shares by 100.3% (+4.12 Million shares) Q2 2007
Avg closing price $22.59
Price range $20.86 - $23.89
Increased shares by 3.0% (+118 Thousand shares) Q1 2007
Avg closing price $22.90
Price range $20.05 - $24.84
Increased shares by 2.1% (+81.7 Thousand shares) Q4 2006
Avg closing price $23.04
Price range $23.04 - $23.04
Sold 0.7% shares (-27.9 Thousand shares) Q3 2006
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New holding (+3.93 Million shares) Q2 2006
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Sold 4.3% shares (-179 Thousand shares) Q4 2005
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Increased shares by 98.9% (+2.09 Million shares) Q3 2005
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New holding (+2.11 Million shares) Q2 2005
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