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UHAL Amerco

AMERCO engages in the provision of insurance, moving and storage operation businesses. It operates through the following business segments: Moving and Storage; Property and Casualty Insurance, and Life Insurance. The Moving and Storage segment consists of the rental of trucks, trailers, portable moving and storage units, specialty rental items, and self-storage spaces. The Property and Casualty Insurance segment involves in providing loss adjusting and claims handling for U-Haul through regional offices. The Life Insurance segment provides life and health insurance products primarily to the senior market through the direct writing and reinsuring of life insurance, medicare supplement, and annuity policies. The company was founded by Anna Mary Carty Shoen and Leonard Samuel Shoen in 1945 and is headquartered in Reno, NV.

Company profile

Ticker
UHAL
Exchange
Website
CEO
Edward Joe Shoen
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
880106815

UHAL stock data

(
)

Calendar

3 Feb 21
22 Apr 21
31 Mar 22
Quarter (USD)
Dec 20 Sep 20 Jun 20 Mar 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Annual (USD)
Mar 20 Mar 19 Mar 18 Mar 17
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from Amerco earnings reports.

Date Owner Security Transaction Code Indirect 10b5-1 $Price #Shares $Value #Remaining
19 Mar 21 Respino Laurence J De Common Stock Sell Dispose S No No 603 100 60.3K 75
18 Dec 20 Willow Grove Common Stock Buy Aquire P Yes No 449.22 45 20.21K 749,965
18 Dec 20 Shoen Edward J Common Stock Buy Aquire P Yes No 449.22 45 20.21K 8,342,849
18 Dec 20 Shoen Mark V Common Stock Buy Aquire P Yes No 449.22 45 20.21K 8,342,849
15 Dec 20 Shoen Edward J Common Stock Buy Aquire P Yes No 430.05 1,090 468.75K 8,342,804
14 Dec 20 Shoen Edward J Common Stock Buy Aquire P Yes No 428.13 3,910 1.67M 8,341,714

Data for the last complete 13F reporting period. To see the most recent changes to ownership, click the ownership history button above.

35.6% owned by funds/institutions
13F holders
Current Prev Q Change
Total holders 258 230 +12.2%
Opened positions 48 29 +65.5%
Closed positions 20 35 -42.9%
Increased positions 76 71 +7.0%
Reduced positions 88 92 -4.3%
13F shares
Current Prev Q Change
Total value 3.17B 3.7B -14.3%
Total shares 6.98M 6.87M +1.6%
Total puts 500 0 NEW
Total calls 0 0
Total put/call ratio Infinity
Largest owners
Shares Value Change
Vanguard 765.99K $347.73M +2.1%
BLK Blackrock 688.02K $312.33M +5.4%
Wellington Management 578.13K $262.45M -4.3%
Abrams Capital Management 561.26K $254.79M 0.0%
Dimensional Fund Advisors 463.12K $210.24M -1.6%
Artisan Partners Limited Partnership 256.43K $116.41M -6.8%
Yacktman Asset Management 246.12K $111.73M -3.5%
STT State Street 242.13K $109.92M -3.0%
Barrow Hanley Mewhinney & Strauss 237.44K $107.79M +2.7%
Hotchkis & Wiley Capital Management 146.59K $66.54M -5.1%
Largest transactions
Shares Bought/sold Change
Norges Bank 79.04K +79.04K NEW
BLK Blackrock 688.02K +35.01K +5.4%
Wellington Management 578.13K -26.11K -4.3%
Schroder Investment Management 108.11K +25.03K +30.1%
PRPLF Perpetual 0 -24.21K EXIT
MS Morgan Stanley 28.62K -22.24K -43.7%
Artisan Partners Limited Partnership 256.43K -18.67K -6.8%
Perpetual Investment Management 18.38K +18.38K NEW
WINTON 7K -16.07K -69.6%
Senvest Management 138.34K +15.78K +12.9%
Content analysis
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Readability
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Removed: amendment, approved, Shelf