Edward J. Shoen is Chairman & President at U-Haul Holding Co /NV/ (UHAL). They have made 25 open-market trades across 2 companies since 2009, most recently 2024-08-16.
CIK 0000925122
23 open-market purchases totalling $7.4B since 2009, against 5 sales. Across 20 scored buys the stock is up 6.8% at ninety days, and 1.2 points behind the S&P over the same stretch.
20 scored purchases · one row per filing · discretionary only
| Ticker | Shares | Value |
|---|---|---|
| UHAL | 67,933,456 | $3.9B |
| UHALB | 67,253,456 | $3.6B |
| UHAL,UHALB | 1,110,713 | — |
| Total | $7.4B |
Shares reported on the most recent Form 4, priced at the 2024-08-19 close. 1 holding could not be priced and is excluded from the total.
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 50% | 35% | 60% |
| Avg Move | -0.4% | -1.9% | +6.8% |
| Alpha | -0.2% | -4.3% | -1.2% |
| Scored | 20 | 20 | 20 |
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 40% | 80% | 80% |
| Avg Move | +0.8% | -1.0% | -6.4% |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| UHAL | BUY | 2023-03-23 | 2023-03-27 | $56.41 | $1.4M | +3.9% | +5.5% | -3.7% |
| UHAL,UHALB | BUY | 2022-12-07 | 2022-12-09 | $64.97 | $16.1M | N/A | N/A | N/A |
| UHAL | BUY | 2022-12-07 | 2022-12-09 | $64.97 | $16.1M | -8.8% | -4.8% | -4.2% |
| UHAL,UHALB | BUY | 2022-11-28 | 2022-11-30 | $59.74 | $28.2M | N/A | N/A | N/A |
| UHAL | BUY | 2022-11-28 | 2022-11-30 | $59.74 | $28.2M | -0.7% | -7.0% | -0.8% |
| UHAL | BUY | 2022-11-16 | 2022-11-18 | $53.79 | $32.4M | +15.4% | -0.6% | +10.8% |
| UHAL,UHALB | BUY | 2022-11-16 | 2022-11-18 | $53.79 | $32.4M | N/A | N/A | N/A |
| UHAL | SELL | 2021-12-16 | 2021-12-20 | $720.75 | $21.3M | +2.2% | -8.9% | -11.8% |
| UHAL | BUY | 2021-12-16 | 2021-12-20 | $720.75 | $10.6M | +2.2% | -8.9% | -11.8% |
| UHAL | BUY | 2021-06-15 | 2021-06-16 | $551.84 | $89.7M | +6.0% | +5.4% | +21.9% |
| UHAL | BUY | 2020-12-18 | 2020-12-22 | $449.22 | $20K | -0.5% | +5.4% | +30.5% |
| UHAL | BUY | 2020-12-14 | 2020-12-16 | $428.55 | $4.3M | +3.5% | +9.4% | +41.5% |
| UHAL | BUY | 2020-03-24 | 2020-03-26 | $273.41 | $1.6M | -3.0% | +1.2% | +8.2% |
| UHAL | BUY | 2020-03-20 | 2020-03-24 | $241.16 | $1.5M | -9.7% | -7.5% | +9.3% |
| UHAL | BUY | 2020-03-18 | 2020-03-20 | $243.64 | $365K | +11.5% | +7.5% | +28.7% |
| UHAL | BUY | 2020-03-13 | 2020-03-17 | $277.78 | $1.6M | +7.4% | -0.2% | +15.7% |
| UHAL | BUY | 2020-03-12 | 2020-03-16 | $271.08 | $8K | +1.1% | -6.4% | +10.9% |
| UHAL | BUY | 2020-03-10 | 2020-03-11 | $309.65 | $557K | -13.1% | -5.6% | +20.2% |
| UHAL | BUY | 2020-03-09 | 2020-03-10 | $311.24 | $3.1M | -22.1% | -10.5% | +9.4% |
| UHAL | BUY | 2020-02-20 | 2020-02-24 | $342.94 | $2.0M | -6.8% | -18.2% | -8.2% |
| UHAL | BUY | 2020-02-11 | 2020-02-12 | $347.82 | $1.0M | -0.9% | -9.9% | -14.1% |
| UHAL | BUY | 2019-12-27 | 2019-12-30 | $373.34 | $1.4M | +0.9% | -0.7% | -20.8% |
| UHAL | SELL | 2019-12-27 | 2019-12-30 | $373.34 | $713K | +0.9% | -0.7% | -20.8% |
| UHAL | SELL | 2018-09-26 | 2019-09-06 | $355.84 | $6.0M | +11.0% | +5.7% | -0.1% |
| UHAL | BUY | 2017-05-30 | 2017-05-30 | $352.87 | $706K | -0.1% | -1.3% | +0.9% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.
| Scored | 5 | 5 | 5 |