Edward J Shoen - Net Worth and Insider Trading
Edward J Shoen Net Worth
The estimated net worth of Edward J Shoen is at least $5.0 Billion dollars as of 2024-04-28. Edward J Shoen is the President, 10% Owner of U-Haul Holding Co and owns about 77,553,377 shares of U-Haul Holding Co (UHAL) stock worth over $5.0 Billion. Details can be seen in Edward J Shoen's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Edward J Shoen has not made any transactions after 2023-03-23 and currently still holds the listed stock(s).
Transaction Summary of Edward J Shoen
Edward J Shoen Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Edward J Shoen owns 2 companies in total, including U-Haul Holding Co (UHAL) , and U-Haul Holding Co (UHAL.B) .
Click here to see the complete history of Edward J Shoen’s form 4 insider trades.
Insider Ownership Summary of Edward J Shoen
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| UHAL | U-Haul Holding Co | 2023-03-23 | director & 10 percent owner & President |
| UHAL.B | U-Haul Holding Co | 2023-03-23 | director & 10 percent owner & President |
Edward J Shoen Latest Holdings Summary
Edward J Shoen currently owns a total of 1 stock. Edward J Shoen owns 77,553,377 shares of U-Haul Holding Co (UHAL) as of March 23, 2023, with a value of $5.0 Billion.
Latest Holdings of Edward J Shoen
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| UHAL | U-Haul Holding Co | 2023-03-23 | 77,553,377 | 64.92 | 5,034,765,235 |
Holding Weightings of Edward J Shoen
Edward J Shoen Form 4 Trading Tracker
According to the SEC Form 4 filings, Edward J Shoen has made a total of 20 transactions in U-Haul Holding Co (UHAL) over the past 5 years, including 17 buys and 3 sells. The most-recent trade in U-Haul Holding Co is the acquisition of 24,900 shares on March 23, 2023, which cost Edward J Shoen around $1 Million.
Insider Trading History of Edward J Shoen
- 1
Edward J Shoen Trading Performance
GuruFocus tracks the stock performance after each of Edward J Shoen's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Edward J Shoen is 5.53%. GuruFocus also compares Edward J Shoen's trading performance to market benchmark return within the same time period. The performance of stocks bought by Edward J Shoen within 3 months outperforms 5 times out of 19 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Edward J Shoen's insider trading performs compared to the benchmark.
Performance of Edward J Shoen
Average Return
53.6%
Outperforming Transactions
74%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -3.03 | 5.53 | 11.48 | 53.6 | 30.03 | 19.89 |
| Relative Return to S&P 500(%) | -4.68 | -1.83 | -2.52 | 23.63 | 10.07 | 8.19 |
Edward J Shoen Ownership Network
Ownership Network List of Edward J Shoen
Ownership Network Relation of Edward J Shoen
Edward J Shoen Owned Company Details
What does U-Haul Holding Co do?
Who are the key executives at U-Haul Holding Co?
Edward J Shoen is the director & 10 percent owner & President of U-Haul Holding Co. Other key executives at U-Haul Holding Co include 10 percent owner Clarendon Strategies, Llc , 10 percent owner Mark V Shoen , and 10 percent owner Willow Grove Holdings Lp .
U-Haul Holding Co (UHAL) Insider Trades Summary
Over the past 18 months, Edward J Shoen made 4 insider transaction in U-Haul Holding Co (UHAL) with a net purchase of 1,348,900. Other recent insider transactions involving U-Haul Holding Co (UHAL) include a net purchase of 1,348,900 shares made by Mark V Shoen , a net purchase of 1,348,900 shares made by Willow Grove Holdings Lp , and a net sale of 5,963 shares made by John P. Brogan .
In summary, during the past 3 months, insiders sold 3,000 shares of U-Haul Holding Co (UHAL) in total and bought 100 shares, with a net sale of 2,900 shares. During the past 18 months, 138,500 shares of U-Haul Holding Co (UHAL) were sold and 4,181,965 shares were bought by its insiders, resulting in a net purchase of 4,043,465 shares.
U-Haul Holding Co (UHAL)'s detailed insider trading history can be found in Insider Trading Tracker table.
U-Haul Holding Co Insider Transactions
Edward J Shoen Mailing Address
Above is the net worth, insider trading, and ownership report for Edward J Shoen. You might contact Edward J Shoen via mailing address: 2727 N Central Ave, Phoenix Az 85004.
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