U-Haul Holding Company (UHAL)

Sector:
TRANSPORTS
Industry:
TRUCKING
SIC:
SERVICES-AUTO RENTAL & LEASING (NO DRIVERS)
CEO:
Edward J. Shoen
Employees:
32,200
5555 KIETZKE LANE STE 100, RENO, NV, 89511
7756886300

AMERCO operates as a do-it-yourself moving and storage operator for household and commercial goods in the United States and Canada. As of March 31, 2020, it had a rental fleet of approximately 176,000 trucks, 127,000 trailers, and 41,000 towing devices; and 1,745 self-storage locations with approximately 774,000 rentable storage units. The company's Property and Casualty Insurance segment offers loss adjusting and claims handling services.

Data derived from most recent annual or quarterly report
Market Cap 1.01 Billion Shares Outstanding19.608 Million Avg 30-day Volume 248.614 Thousand
P/E Ratio12.1418 Dividend Yield0.0 EPS0
Price to Revenue1.9959 Debt to Equity0.0 EBITDA1.986 Billion
Price to Book Value0.0 Operating Margin25.182399999999998 Enterprise Value0
Current Ratio0 EPS Growth0 Quick Ratio0
1 Yr BETA -0.1776 52-week High/Low 591.66 / 50.0 Profit Margin17.0916
Operating Cash Flow Growth0.0 Altman Z-Score0.0 Free Cash Flow to Firm 6.622 Billion
View SEC Filings from UHAL instead.

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U-Haul Holding Company YCharts
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SEC Web Site SEC DEF 14A Filings

Funds Holding UHAL (via 13F filings)

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*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding UHAL

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Recent Filings

Financial Reporting

Ownership

  • 3: filed on 2023-05-16 by CAMPBELL KRISTINE KUNKEL
  • 4: filed on 2023-03-27 by SHOEN MARK V
  • 4: filed on 2023-03-27 by WILLOW GROVE HOLDINGS LP
  • 4: filed on 2023-03-27 by SHOEN EDWARD J
  • 4: filed on 2023-02-21 by HERRERA RICHARD JAY
  • 4: filed on 2023-02-15 by BROGAN JOHN P.
  • 4: filed on 2023-01-06 by BROGAN JOHN P.
  • 4: filed on 2022-12-09 by WILLOW GROVE HOLDINGS LP
  • 4: filed on 2022-12-09 by SHOEN MARK V
  • 4: filed on 2022-12-09 by SHOEN EDWARD J

    • Events (8k)

  • 8-K: filed on 2023-05-30:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-03-29:
    Item 5.01: Changes in Control of Registrant
  • 8-K: filed on 2023-03-22:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-02-21:
    Item 8.01: Other Events
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-12-20:
    Item 8.01: Other Events
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-12-19:
    Item 5.03: Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-12-08:
    Item 8.01: Other Events
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-11-16:
    Item 3.01: Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-10-25:
    Item 8.01: Other Events
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-10-24:
    Item 3.02: Unregistered Sales of Equity Securities
    Item 8.01: Other Events
    Item 9.01: Financial Statements and Exhibits

    • Proposed Sales (Form 144)

    Proxy

    Prospectus

    All

    Open Market Buys/Sells Last 60 Days

    Open Market Buys (P)

    none

    Open Market Sells (S)

    none

    Exercise Derivative Conversion (M)

    none

    Current/Former Insiders

    Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

    CAMPBELL KRISTINE KUNKEL GENERAL COUNSEL

    • Officer
    		 1,599 2023-05-12 1

    SHOEN EDWARD J PRESIDENT

    • Officer
    • Director
    • 10% Owner
    		 86,021,541 2023-03-23 4

    SHOEN MARK V

    • 10% Owner
    		 86,135,841 2023-03-23 4

    WILLOW GROVE HOLDINGS LP

    FOSTER ROAD LLC

    CLARENDON STRATEGIES, LLC

    • 10% Owner
    		 85,779,010 2023-03-23 4

    BROGAN JOHN P.

    • Director
    		 52,537 2023-02-15 2

    HERRERA RICHARD JAY

    • Director
    		 180 2022-12-08 1

    GROGAN JAMES J

    • Director
    • COMMITTEE MEMBER
    		 3,396 2022-11-23 1

    CLARENDON STRATEGIES, LLC

    • MEMBER OF 10% OWNER GROUP
    		 300 2022-11-16 1

    SCHMIDT KARL A.

    • Director
    • COMMITTEE MEMBER
    		 2,500 2022-06-10 1

    WILLOW GROVE HOLDINGS LP

    FOSTER ROAD LLC

    • 10% Owner
    		 8,433,207 2021-12-16 4

    MARTZ CARRIE

    • ADVISORY BOARD MEMBER
    		 5 2021-06-16 0

    DE RESPINO LAURENCE J GENERAL COUNSEL

    • Officer
    		 727 2021-06-11 0

    BELL MARIA LOURDES CHIEF ACCOUNTING OFFICER

    • Officer
    		 415 2019-08-02 0

    BRACCIA MATTHEW PRES-AMERCO REAL ESTATE CO.

    • Officer
    		 584 2019-01-07 0

    HAYES THOMAS W

    • IND. GOV COMMITTEE MEMBER
    		 200 2018-08-29 0

    VIZCARRA CARLOS PRES-AMERCO REAL ESTATE CO

    • Officer
    		 0 2018-07-05 0

    HOLMES DAVID L

    • 10% Owner
    • TRUSTEE
    		 339,426 2017-05-30 0

    HILLMAN AMY J

    • IND. GOV. COMMITTEE MEMBER
    		 0 2016-08-25 0

    SHANK ROBERTA ROBERTS

    • ADVISORY BOARD MEMBER
    		 0 2016-08-25 0

    MULLEN DANIEL ROBERT

    • Director
    		 4,000 2016-08-11 0

    THOMPSON MARY K CHIEF ACCOUNTING OFFICER

    • Officer
    		 13 2016-07-11 0

    SHOEN JAMES P

    • 10% Owner
    		 10,848,116 2016-06-30 0

    BAYER CHARLES J

    • Director
    		 1,166 2015-09-02 0

    WARDRIP ROCKY ASSISTANT TREASURER

    • Officer
    		 1,912 2014-03-04 0

    ACRIDGE JAMES E

    • Director
    		 0 2013-08-29 0

    BELL DOUGLAS M PRESIDENT, REPWEST

    • Officer
    		 0 2013-06-05 0

    HAYDUKOVICH MARK A. PRESIDENT-OXFORD LIFE INS

    • Officer
    		 1,977 2013-02-01 0

    PETERSON ROBERT T CHIEF FINANCIAL OFFICER U-HAUL

    • Officer
    		 497 2012-02-13 0

    GALLAGHER MICHAEL L

    • Director
    		 0 2011-06-01 0

    BERG JASON ALLEN CHIEF ACCOUNTING OFFICER

    • Officer
    • PRINCIPAL FINANCIAL OFFICER
    		 0 2011-06-01 0

    CAMPBELL BARBARA SMITH

    • ADVISORY BOARD MEMBER
    		 0 2011-06-01 0

    BIBLE PAUL A

    • IND. GOV COMMITTEE MEMBER
    		 0 2011-06-01 0

    DUNHAM TRUST CO

    • 10% Owner
    • TRUSTEE
    		 0 2011-06-01 0

    SHOEN SAMUEL J PRESIDENT-REPWEST INSURANCE CO

    • Officer
    		 0 2011-06-01 0

    LYONS M. FRANK

    • Director
    		 0 2011-03-24 0

    FRANK RONALD C. EXECUTIVE VP U-HAUL FIELD OPS

    • Officer
    		 1,062 2010-09-01 0

    WILLSON ROBERT EXECUTIVE VP U-HAUL FIELD OPS

    • Officer
    		 1,892 2010-09-01 0

    ADAGIO TRUST CO

    • 10% Owner
    		 1,424,473 2007-03-01 0

    DONOVAN ROSEMARIE T

    • 10% Owner
    		 250,250 2006-06-30 0

    SOUTHWEST FIDUCIARY, INC.

    • 10% Owner
    		 1,424,473 2006-06-30 0

    Insider Transactions Last 60 Days

    Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
    Disposed    		 Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days
    No current insider transactions

    * -

    Transaction Code Definitions
    Code Definition
    A Grant, award or other acquisition pursuant to Rule 16b-3(d)
    C Conversion of derivative security
    D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
    E Expiration of short derivative position
    F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
    G Bona fide gift
    H Expiration (or cancellation) of long derivative position with value received
    I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
    J Other acquisition or disposition
    L Small acquisition under Rule 16a-6
    M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
    O Exercise of out-of-the-money derivative security
    P Open market or private purchase of non-derivative or derivative security
    S Open market or private sale of non-derivative or derivative security
    U Disposition pursuant to a tender of shares in a change of control transaction
    W Acquisition or disposition by will or the laws of descent and distribution
    X Exercise of in-the-money or at-the-money derivative security
    Z Deposit into or withdrawal from voting trust

    IBR Securities Loan Availability

    Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

    Security Date/Time Rebate Rate Fee Rate Shares Available
    U-HAUL HOLDING CO UHAL 2023-06-02 22:15:04 UTC 4.5869 0.4731 75000
    U-HAUL HOLDING CO UHAL 2023-06-02 21:45:04 UTC 4.5869 0.4731 75000
    U-HAUL HOLDING CO UHAL 2023-06-02 21:15:04 UTC 4.5869 0.4731 75000
    U-HAUL HOLDING CO UHAL 2023-06-02 20:45:03 UTC 4.5869 0.4731 75000
    U-HAUL HOLDING CO UHAL 2023-06-02 20:15:05 UTC 4.5869 0.4731 75000
    U-HAUL HOLDING CO UHAL 2023-06-02 19:45:04 UTC 4.5869 0.4731 70000
    U-HAUL HOLDING CO UHAL 2023-06-02 19:15:04 UTC 4.5869 0.4731 70000
    U-HAUL HOLDING CO UHAL 2023-06-02 18:45:04 UTC 4.5869 0.4731 70000
    U-HAUL HOLDING CO UHAL 2023-06-02 18:15:04 UTC 4.5869 0.4731 70000
    U-HAUL HOLDING CO UHAL 2023-06-02 17:45:03 UTC 4.5869 0.4731 70000
    U-HAUL HOLDING CO UHAL 2023-06-02 17:15:04 UTC 4.5869 0.4731 70000
    U-HAUL HOLDING CO UHAL 2023-06-02 16:45:03 UTC 4.2704 0.7996 75000
    U-HAUL HOLDING CO UHAL 2023-06-02 16:15:04 UTC 4.2704 0.7996 75000
    U-HAUL HOLDING CO UHAL 2023-06-02 15:45:04 UTC 4.2704 0.7996 75000
    U-HAUL HOLDING CO UHAL 2023-06-02 15:15:03 UTC 4.2704 0.7996 75000
    U-HAUL HOLDING CO UHAL 2023-06-02 14:45:04 UTC 4.2704 0.7996 80000
    U-HAUL HOLDING CO UHAL 2023-06-02 14:15:03 UTC 4.2704 0.7996 80000
    U-HAUL HOLDING CO UHAL 2023-06-02 13:45:03 UTC 4.2704 0.7996 80000
    U-HAUL HOLDING CO UHAL 2023-06-02 13:15:04 UTC 4.2704 0.7996 80000
    U-HAUL HOLDING CO UHAL 2023-06-02 12:45:03 UTC 4.2704 0.7996 80000

    Current Active Short Positions

    Holder Issuer Net Short Position Position Date Origin
    FundVantage Trust- Gotham Index Plus All-Cap Fund UHAL -2.0 shares, $-581.1 2020-03-31 N-PORT
    GLENMEDE FUND INC- Alternative Risk Premia Portfolio UHAL -38.0 shares, $-10644.94 2020-04-30 N-PORT
    INVESTMENT MANAGERS SERIES TRUST- AAM HIMCO Global Enhanced Dividend Fund UHAL -265.0 shares, $-162339.0 2021-03-31 N-PORT
    GLENMEDE FUND INC- Quantitative U.S. Total Market Equity Portfolio UHAL -3420.0 shares, $-211321.8 2023-01-31 N-PORT
    Columbia Funds Series Trust I- Multi-Manager Directional Alternative Strategies Fund UHAL -5012.0 shares, $-335954.36 2023-01-31 N-PORT
    Columbia Funds Series Trust I- Multi-Manager Directional Alternative Strategies Fund UHAL -7796.0 shares, $-481714.84 2023-01-31 N-PORT
    Steward Funds Inc- Steward Equity Market Neutral Fund UHAL -10300.0 shares, $-690409.0 2023-01-31 N-PORT
    Nuveen Investment Trust II- Nuveen Equity Long/Short Fund UHAL -5200.0 shares, $-289276.0 2023-02-28 N-PORT
    AdvisorShares Trust- AdvisorShares Dorsey Wright Short ETF UHAL -4901.0 shares, $-292344.65 2023-03-31 N-PORT
    Federated Hermes Equity Funds- Federated Hermes Prudent Bear Fund UHAL -5000.0 shares, $-298250.0 2023-03-31 N-PORT

    No recent transactions

    *** To see all congressional transactions (since 2022) for this stock, please use the congressional transaction search page***

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