Joe Shoen

Track

Insider profile

Currently holds a position at U-Haul Holding Co

Performance

Overall performance
3.3
Performance over holding periods
4.2
30 days 90 days 120 days
Average return 2% 8.2% 15.1%
Success rate 72% 68% 82%
Transactions
58 91% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance
Performance for realised trades
4.4
Average return 120%
Success rate 73%
Average holding period 220
Transactions 28
Ranking by realised performance

Positions

Position Company Period
Chairman of the Board, President U-Haul Holding Co Jan. 1, 1987 -
Joe Shoen's trades of U-Haul Holding Co's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2023-03-27 2023-03-23
B Purchase
64,928 +45.7%
242.21
US$1,831,254 		64,928 +45.7% 242.21 US$1,831,254
2022-12-09 2022-12-08
B Purchase
32,341 -13.5%
61.51
US$3,940,532 		32,341 -13.5% 61.51 US$3,940,532
2022-12-09 2022-12-08
B Purchase
63,944 -15.4%
213.44
US$3,975,773 		63,944 -15.4% 213.44 US$3,975,773
2022-12-09 2022-12-08
B Purchase
27,029 +2.2%
64.87
US$1,753,236 		27,029 +2.2% 64.87 US$1,753,236
2022-12-09 2022-12-07
B Purchase
2,200 +0.2%
65.00
US$143,000 		2,200 +0.2% 65.00 US$143,000
2022-12-09 2022-12-07
B Purchase
96,087 +8.7%
64.54
US$6,201,647 		96,087 +8.7% 64.54 US$6,201,647
2022-12-09 2022-12-07
B Purchase
35,013 +3.3%
63.82
US$2,234,355 		35,013 +3.3% 63.82 US$2,234,355
2022-11-30 2022-11-30
B Purchase
900 +0.1%
62.00
US$55,800 		900 +0.1% 62.00 US$55,800
2022-11-30 2022-11-30
B Purchase
20,800 +2.0%
61.88
US$1,287,062 		20,800 +2.0% 61.88 US$1,287,062
2022-11-30 2022-11-29
B Purchase
51,567 +5.1%
61.31
US$3,161,624 		51,567 +5.1% 61.31 US$3,161,624
2022-11-30 2022-11-29
B Purchase
78,233 +8.5%
60.51
US$4,734,192 		78,233 +8.5% 60.51 US$4,734,192
2022-11-30 2022-11-29
B Purchase
200 +0.0%
59.99
US$11,998 		200 +0.0% 59.99 US$11,998
2022-11-30 2022-11-28
B Purchase
228,555 +32.9%
59.28
US$13,549,426 		228,555 +32.9% 59.28 US$13,549,426
2022-11-30 2022-11-28
B Purchase
92,295 +15.3%
58.86
US$5,432,391 		92,295 +15.3% 58.86 US$5,432,391
2022-11-18 2022-11-18
B Purchase
600 +0.1%
56.00
US$33,600 		600 +0.1% 56.00 US$33,600
2022-11-18 2022-11-18
B Purchase
3,550 +0.6%
55.79
US$198,040 		3,550 +0.6% 55.79 US$198,040
2022-11-18 2022-11-17
B Purchase
48,418 +8.8%
55.11
US$2,668,074 		48,418 +8.8% 55.11 US$2,668,074
2022-11-18 2022-11-17
B Purchase
85,980 +18.5%
54.62
US$4,695,884 		85,980 +18.5% 54.62 US$4,695,884
2022-11-18 2022-11-17
B Purchase
77,539 +20.0%
53.36
US$4,137,481 		77,539 +20.0% 53.36 US$4,137,481
2022-11-18 2022-11-17
B Purchase
63,063 +19.5%
52.71
US$3,324,051 		63,063 +19.5% 52.71 US$3,324,051
2022-11-18 2022-11-16
B Purchase
1,079 +0.3%
55.04
US$59,383 		1,079 +0.3% 55.04 US$59,383
2022-11-18 2022-11-16
B Purchase
101,483 +45.8%
54.49
US$5,530,113 		101,483 +45.8% 54.49 US$5,530,113
2022-11-18 2022-11-16
B Purchase
174,351 +370.3%
53.43
US$9,316,271 		174,351 +370.3% 53.43 US$9,316,271
2022-11-18 2022-11-16
B Purchase
47,087 +inf%
52.75
US$2,483,745 		47,087 +inf% 52.75 US$2,483,745
2021-12-20 2021-12-16
B Purchase
14,750 +142.4%
720.75
US$10,631,062 		14,750 +142.4% 720.75 US$10,631,062
2021-12-20 2021-12-16
S Sale
14,750 -99.8%
720.75
US$10,631,062 		14,750 -99.8% 720.75 US$10,631,062
2021-06-16 2021-06-15
B Purchase
683 +0.0%
538.82
US$368,014 		683 +0.0% 538.82 US$368,014
2021-06-16 2021-06-15
B Purchase
1,028 +0.0%
538.00
US$553,064 		1,028 +0.0% 538.00 US$553,064
2021-06-16 2021-06-15
B Purchase
99 +0.0%
539.69
US$53,429 		99 +0.0% 539.69 US$53,429
2021-06-16 2021-06-15
B Purchase
80,000 +1.0%
552.06
US$44,164,800 		80,000 +1.0% 552.06 US$44,164,800
2020-12-22 2020-12-18
B Purchase
45 +0.0%
449.22
US$20,215 		45 +0.0% 449.22 US$20,215
2020-12-16 2020-12-15
B Purchase
1,090 +0.0%
430.05
US$468,754 		1,090 +0.0% 430.05 US$468,754
2020-12-16 2020-12-14
B Purchase
3,910 +0.0%
428.13
US$1,673,988 		3,910 +0.0% 428.13 US$1,673,988
2020-03-26 2020-03-24
B Purchase
3,000 +0.0%
273.41
US$820,236 		3,000 +0.0% 273.41 US$820,236
2020-03-24 2020-03-23
B Purchase
600 +0.0%
233.54
US$140,124 		600 +0.0% 233.54 US$140,124
2020-03-24 2020-03-23
B Purchase
1,100 +0.0%
253.36
US$278,691 		1,100 +0.0% 253.36 US$278,691
2020-03-24 2020-03-23
B Purchase
1,300 +0.0%
225.42
US$293,044 		1,300 +0.0% 225.42 US$293,044
2020-03-24 2020-03-23
B Purchase
1,800 +0.0%
237.62
US$427,708 		1,800 +0.0% 237.62 US$427,708
2020-03-24 2020-03-20
B Purchase
1,500 +0.0%
253.17
US$379,750 		1,500 +0.0% 253.17 US$379,750
2020-03-20 2020-03-18
B Purchase
1,500 +0.0%
243.64
US$365,460 		1,500 +0.0% 243.64 US$365,460
2020-03-17 2020-03-13
B Purchase
113 +0.0%
275.00
US$31,075 		113 +0.0% 275.00 US$31,075
2020-03-17 2020-03-13
B Purchase
2,858 +0.0%
277.83
US$794,044 		2,858 +0.0% 277.83 US$794,044
2020-03-16 2020-03-12
B Purchase
29 +0.0%
271.08
US$7,861 		29 +0.0% 271.08 US$7,861
2020-03-11 2020-03-10
B Purchase
899 +0.0%
309.65
US$278,373 		899 +0.0% 309.65 US$278,373
2020-03-10 2020-03-09
B Purchase
100 +0.0%
312.54
US$31,254 		100 +0.0% 312.54 US$31,254