Mark Shoen

Insider profile

Performance

Overall performance
3.0
Performance over holding periods
4.2
30 days 90 days 120 days
Average return 1% 8.2% 15.1%
Success rate 62% 68% 82%
Transactions
50 98% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance
Performance for realised trades
4.4
Average return 59%
Success rate 73%
Average holding period 220
Transactions 28
Ranking by realised performance

Positions

Position Company Period
Vice President of U-Haul Business Consultants U-Haul Holding Company Jan. 1, 2007 - June 6, 2012
Mark Shoen's trades of U-Haul Holding Company'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
Transaction date
Planned sale
Price
145.60
Quantity 65,796 +49.2%
Value US$3,884,373
Transaction date
Planned sale
Price
409.92
Quantity 60,205 -34.5%
Value US$1,141,288
Transaction date
Planned sale
Price
39.85
Quantity 27,357 -35.5%
Value US$702,170
Transaction date
Planned sale
Price
52.85
Quantity 5,465 -1.9%
Value US$288,833
Transaction date
Planned sale
Price
52.46
Quantity 16,704 -5.4%
Value US$876,325
Transaction date
Planned sale
Price
51.28
Quantity 831 -0.3%
Value US$42,612
Transaction date
Planned sale
Price
50.11
Quantity 23,000 -6.9%
Value US$1,152,461
Transaction date
Planned sale
Price
49.90
Quantity 11,514 -3.3%
Value US$574,506
Transaction date
Planned sale
Price
49.54
Quantity 11,486 -3.2%
Value US$568,974
Transaction date
Planned sale
Price
48.42
Quantity 23,000 -6.1%
Value US$1,113,665
Transaction date
Planned sale
Price
48.98
Quantity 23,000 -5.7%
Value US$1,126,653
Transaction date
Planned sale
Price
49.32
Quantity 23,000 -5.4%
Value US$1,134,355
Transaction date
Planned sale
Price
65.03
Quantity 12,500 -1.9%
Value US$812,885
Transaction date
Planned sale
Price
66.03
Quantity 192 -0.0%
Value US$12,677
Transaction date
Planned sale
Price
65.33
Quantity 97 -0.0%
Value US$6,337
Transaction date
Planned sale
Price
66.40
Quantity 123 -0.0%
Value US$8,167
Transaction date
Planned sale
Price
65.86
Quantity 12,377 -1.8%
Value US$815,103
Transaction date
Proposed sale
Price
67.45
Quantity 587,500
Value US$39,625,000
Transaction date
Purchase
Price
52.43
Quantity 132,500 +219.5%
Value US$6,946,975
Transaction date
Sale
Price
52.43
Quantity 132,500 -100.0%
Value US$6,946,975
Transaction date
Purchase
Price
56.41
Quantity 24,900 New position
Value US$1,404,711
Transaction date
Purchase
Price
66.17
Quantity 45,669 +3.6%
Value US$3,022,100
Transaction date
Purchase
Price
65.68
Quantity 42,302 +3.4%
Value US$2,778,353
Transaction date
Purchase
Price
64.87
Quantity 27,029 +2.2%
Value US$1,753,263
Transaction date
Purchase
Price
65.00
Quantity 2,200 +0.2%
Value US$143,000
Transaction date
Purchase
Price
64.52
Quantity 96,087 +8.7%
Value US$6,199,725
Transaction date
Purchase
Price
63.78
Quantity 35,013 +3.3%
Value US$2,232,954
Transaction date
Purchase
Price
61.88
Quantity 20,800 +2.0%
Value US$1,287,062
Transaction date
Purchase
Price
61.31
Quantity 51,567 +5.1%
Value US$3,161,624
Transaction date
Purchase
Price
60.51
Quantity 78,233 +8.5%
Value US$4,734,192
Transaction date
Purchase
Price
59.28
Quantity 228,555 +32.9%
Value US$13,549,426
Transaction date
Purchase
Price
58.86
Quantity 92,295 +15.3%
Value US$5,432,391
Transaction date
Purchase
Price
55.79
Quantity 3,550 +0.6%
Value US$198,040
Transaction date
Purchase
Price
55.11
Quantity 48,418 +8.8%
Value US$2,668,074
Transaction date
Purchase
Price
54.62
Quantity 85,980 +18.5%
Value US$4,695,884
Transaction date
Purchase
Price
53.36
Quantity 77,539 +20.0%
Value US$4,137,481
Transaction date
Purchase
Price
52.71
Quantity 63,063 +19.5%
Value US$3,324,051
Transaction date
Purchase
Price
55.04
Quantity 1,079 +0.3%
Value US$59,383
Transaction date
Purchase
Price
54.49
Quantity 101,483 +45.8%
Value US$5,530,113
Transaction date
Purchase
Price
53.43
Quantity 174,351 +370.3%
Value US$9,316,271
Transaction date
Purchase
Price
52.75
Quantity 47,087 New position
Value US$2,483,745
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2026-11-05 2026-11-04
PlS Planned sale
65,796 +49.2%
145.60
US$3,884,373 		65,796 +49.2% 145.60 US$3,884,373
2026-11-05 2026-11-04
PlS Planned sale
60,205 -34.5%
409.92
US$1,141,288 		60,205 -34.5% 409.92 US$1,141,288
2026-11-05 2026-11-03
PlS Planned sale
27,357 -35.5%
39.85
US$702,170 		27,357 -35.5% 39.85 US$702,170
2026-11-03 2026-11-02
PlS Planned sale
5,465 -1.9%
52.85
US$288,833 		5,465 -1.9% 52.85 US$288,833
2026-11-03 2026-11-02
PlS Planned sale
16,704 -5.4%
52.46
US$876,325 		16,704 -5.4% 52.46 US$876,325
2026-11-03 2026-11-02
PlS Planned sale
831 -0.3%
51.28
US$42,612 		831 -0.3% 51.28 US$42,612
2026-11-03 2026-10-30
PlS Planned sale
23,000 -6.9%
50.11
US$1,152,461 		23,000 -6.9% 50.11 US$1,152,461
2026-10-30 2026-10-29
PlS Planned sale
11,514 -3.3%
49.90
US$574,506 		11,514 -3.3% 49.90 US$574,506
2026-10-30 2026-10-29
PlS Planned sale
11,486 -3.2%
49.54
US$568,974 		11,486 -3.2% 49.54 US$568,974
2026-10-30 2026-10-28
PlS Planned sale
23,000 -6.1%
48.42
US$1,113,665 		23,000 -6.1% 48.42 US$1,113,665
2026-10-28 2026-10-27
PlS Planned sale
23,000 -5.7%
48.98
US$1,126,653 		23,000 -5.7% 48.98 US$1,126,653
2026-10-28 2026-10-26
PlS Planned sale
23,000 -5.4%
49.32
US$1,134,355 		23,000 -5.4% 49.32 US$1,134,355
2025-02-28 2025-02-26
PlS Planned sale
12,500 -1.9%
65.03
US$812,885 		12,500 -1.9% 65.03 US$812,885
2025-02-24 2025-02-21
PlS Planned sale
192 -0.0%
66.03
US$12,677 		192 -0.0% 66.03 US$12,677
2025-02-24 2025-02-21
PlS Planned sale
97 -0.0%
65.33
US$6,337 		97 -0.0% 65.33 US$6,337
2025-02-24 2025-02-20
PlS Planned sale
123 -0.0%
66.40
US$8,167 		123 -0.0% 66.40 US$8,167
2025-02-24 2025-02-20
PlS Planned sale
12,377 -1.8%
65.86
US$815,103 		12,377 -1.8% 65.86 US$815,103
2025-02-20 2025-02-20
PrS Proposed sale
587,500
67.45
US$39,625,000 		587,500 67.45 US$39,625,000
2023-11-17 2023-11-16
B Purchase
132,500 +219.5%
52.43
US$6,946,975 		132,500 +219.5% 52.43 US$6,946,975
2023-11-17 2023-11-16
S Sale
132,500 -100.0%
52.43
US$6,946,975 		132,500 -100.0% 52.43 US$6,946,975
2023-03-27 2023-03-23
B Purchase
24,900 New position
56.41
US$1,404,711 		24,900 New position 56.41 US$1,404,711
2022-12-09 2022-12-08
B Purchase
45,669 +3.6%
66.17
US$3,022,100 		45,669 +3.6% 66.17 US$3,022,100
2022-12-09 2022-12-08
B Purchase
42,302 +3.4%
65.68
US$2,778,353 		42,302 +3.4% 65.68 US$2,778,353
2022-12-09 2022-12-08
B Purchase
27,029 +2.2%
64.87
US$1,753,263 		27,029 +2.2% 64.87 US$1,753,263
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%
64.52
US$6,199,725 		96,087 +8.7% 64.52 US$6,199,725
2022-12-09 2022-12-07
B Purchase
35,013 +3.3%
63.78
US$2,232,954 		35,013 +3.3% 63.78 US$2,232,954
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 New position
52.75
US$2,483,745 		47,087 New position 52.75 US$2,483,745
2020-12-22 2020-12-18
B Purchase
45 +0.0%
449.22
US$20,215 		45 +0.0% 449.22 US$20,215

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