Willow Grove Holdings Lp - Net Worth and Insider Trading
Willow Grove Holdings Lp Net Worth
The estimated net worth of Willow Grove Holdings Lp is at least $5.0 Billion dollars as of 2024-04-28. Willow Grove Holdings Lp is the 10% Owner of U-Haul Holding Co and owns about 77,335,999 shares of U-Haul Holding Co (UHAL) stock worth over $5.0 Billion. Details can be seen in Willow Grove Holdings Lp's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Willow Grove Holdings Lp has not made any transactions after 2023-03-23 and currently still holds the listed stock(s).
Transaction Summary of Willow Grove Holdings Lp
Willow Grove Holdings Lp Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Willow Grove Holdings Lp 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 Willow Grove Holdings Lp’s form 4 insider trades.
Insider Ownership Summary of Willow Grove Holdings Lp
| 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 |
Willow Grove Holdings Lp Latest Holdings Summary
Willow Grove Holdings Lp currently owns a total of 1 stock. Willow Grove Holdings Lp owns 77,335,999 shares of U-Haul Holding Co (UHAL) as of March 23, 2023, with a value of $5.0 Billion.
Latest Holdings of Willow Grove Holdings Lp
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| UHAL | U-Haul Holding Co | 2023-03-23 | 77,335,999 | 64.92 | 5,020,653,055 |
Holding Weightings of Willow Grove Holdings Lp
Willow Grove Holdings Lp Form 4 Trading Tracker
According to the SEC Form 4 filings, Willow Grove Holdings Lp has made a total of 15 transactions in U-Haul Holding Co (UHAL) over the past 5 years, including 15 buys and 0 sells. The most-recent trade in U-Haul Holding Co is the acquisition of 24,900 shares on March 23, 2023, which cost Willow Grove Holdings Lp around $1 Million.
Insider Trading History of Willow Grove Holdings Lp
- 1
Willow Grove Holdings Lp Trading Performance
GuruFocus tracks the stock performance after each of Willow Grove Holdings Lp's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Willow Grove Holdings Lp is 8.27%. GuruFocus also compares Willow Grove Holdings Lp's trading performance to market benchmark return within the same time period. The performance of stocks bought by Willow Grove Holdings Lp within 3 months outperforms 5 times out of 17 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Willow Grove Holdings Lp's insider trading performs compared to the benchmark.
Performance of Willow Grove Holdings Lp
Average Return
59.66%
Outperforming Transactions
76%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -3.09 | 8.27 | 16.2 | 59.66 | 32.01 | 20.1 |
| Relative Return to S&P 500(%) | -4.93 | -1.62 | -1.13 | 25.98 | 10.68 | 7.94 |
Willow Grove Holdings Lp Ownership Network
Ownership Network List of Willow Grove Holdings Lp
Ownership Network Relation of Willow Grove Holdings Lp
Willow Grove Holdings Lp Owned Company Details
What does U-Haul Holding Co do?
Who are the key executives at U-Haul Holding Co?
Willow Grove Holdings Lp 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 Mark V Shoen .
U-Haul Holding Co (UHAL) Insider Trades Summary
Over the past 18 months, Willow Grove Holdings Lp 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 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
Willow Grove Holdings Lp Mailing Address
Above is the net worth, insider trading, and ownership report for Willow Grove Holdings Lp. You might contact Willow Grove Holdings Lp via mailing address: 1250 E. Missouri Ave, Phoenix Az 85014.
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