Mark V Shoen - Net Worth and Insider Trading
Mark V Shoen Net Worth
The estimated net worth of Mark V Shoen is at least $639 Million dollars as of 2024-04-25. Mark V Shoen is the 10% Owner of U-Haul Holding Co and owns about 9,828,494 shares of U-Haul Holding Co (UHAL) stock worth over $639 Million. Details can be seen in Mark V 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 Mark V Shoen has not made any transactions after 2023-11-16 and currently still holds the listed stock(s).
Transaction Summary of Mark V Shoen
Mark V Shoen Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Mark V 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 Mark V Shoen’s form 4 insider trades.
Insider Ownership Summary of Mark V Shoen
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| UHAL | U-Haul Holding Co | 2023-03-23 | 10 percent owner |
| UHAL.B | U-Haul Holding Co | 2023-03-23 | 10 percent owner |
Mark V Shoen Latest Holdings Summary
Mark V Shoen currently owns a total of 1 stock. Mark V Shoen owns 9,828,494 shares of U-Haul Holding Co (UHAL) as of November 16, 2023, with a value of $639 Million.
Latest Holdings of Mark V Shoen
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| UHAL | U-Haul Holding Co | 2023-11-16 | 9,828,494 | 64.98 | 638,655,540 |
Holding Weightings of Mark V Shoen
Mark V Shoen Form 4 Trading Tracker
According to the SEC Form 4 filings, Mark V Shoen has made a total of 17 transactions in U-Haul Holding Co (UHAL) over the past 5 years, including 16 buys and 1 sells. The most-recent trade in U-Haul Holding Co is the sale of 132,500 shares on November 16, 2023, which brought Mark V Shoen around $7 Million.
Insider Trading History of Mark V Shoen
- 1
Mark V Shoen Trading Performance
GuruFocus tracks the stock performance after each of Mark V Shoen's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Mark V Shoen is 8.77%. GuruFocus also compares Mark V Shoen's trading performance to market benchmark return within the same time period. The performance of stocks bought by Mark V Shoen within 3 months outperforms 8 times out of 22 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Mark V Shoen's insider trading performs compared to the benchmark.
Performance of Mark V Shoen
Average Return
49.94%
Outperforming Transactions
71%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -1.05 | 8.77 | 13.67 | 49.94 | 25.15 | 13.54 |
| Relative Return to S&P 500(%) | -2.35 | 1.03 | -0.71 | 20.32 | 8.5 | 5.91 |
Mark V Shoen Ownership Network
Ownership Network List of Mark V Shoen
Ownership Network Relation of Mark V Shoen
Mark V Shoen Owned Company Details
What does U-Haul Holding Co do?
Who are the key executives at U-Haul Holding Co?
Mark V Shoen is the 10 percent owner of U-Haul Holding Co. Other key executives at U-Haul Holding Co include 10 percent owner Clarendon Strategies, Llc , director & 10 percent owner & President Edward J Shoen , and 10 percent owner Willow Grove Holdings Lp .
U-Haul Holding Co (UHAL) Insider Trades Summary
Over the past 18 months, Mark V Shoen made 6 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 Willow Grove Holdings Lp , a net purchase of 1,348,900 shares made by Edward J Shoen , 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
Mark V Shoen Mailing Address
Above is the net worth, insider trading, and ownership report for Mark V Shoen. You might contact Mark V Shoen via mailing address: 2727 N Central Ave, Phoenix Az 85004.
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