Edward J Shoen - Net Worth and Insider Trading
Edward J Shoen Net Worth
The estimated net worth of Edward J Shoen is at least $5.9 Billion dollars as of 2024-11-07. 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 $5.9 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 final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Edward J Shoen has not made any transactions after 2023-03-23 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
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 $5.9 Billion.
Latest Holdings of Edward J Shoen
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| UHAL | U-Haul Holding Co | 2023-03-23 | 77,553,377 | 76.44 | 5,928,180,138 |
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 19 transactions in U-Haul Holding Co (UHAL) over the past 5 years, including 17 buys and 2 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
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -3.03 | | | | | |
| Relative Return to S&P 500(%) | -4.68 | | | | | |
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 no insider transaction in U-Haul Holding Co (UHAL). Other recent insider transactions involving U-Haul Holding Co (UHAL) include a net sale of 0 shares made by Mark V Shoen , a net sale of 3,000 shares made by John P. Brogan , and a net purchase of 1,500 shares made by Karl A. Schmidt .
In summary, during the past 3 months, insiders sold 0 shares of U-Haul Holding Co (UHAL) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 135,500 shares of U-Haul Holding Co (UHAL) were sold and 134,100 shares were bought by its insiders, resulting in a net sale of 1,400 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.
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
