buyModerate cluster of 4

Willow Grove Holdings LP bought $16M of UHAL

owner at AMERCO /NV/. 248,300 shares at an average of $64.97, traded Dec 7, 2022, filed Dec 9, 2022.

Conviction score

Value

$16M

248,300 shares

Holdings after

1,324,000

+23% from before

From 52-week low

+43%

low $45.12, close $64.47

From 52-week high

-11%

high $72.49, as of Dec 7, 2022

Score components

Role
10% owner
+12
Trade size
$16.1M at market
+25
Relative to holdings
Holdings up 23%
+6
Price context
Near the top of the 52-week range
0
Cluster
4 insiders buying within 14 days
+15
Repeat buying
3 buys in 90 days
+5
Track record
Too few past buys to judge (0 with prices)
0
Outside holder
A 10% owner who is not an officer or director
-5

What happened after comparable buys

Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.

Price around the trade, and since

From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.

UHALOct 12, 2026 · close 56.22

Since filing Dec 9, 2022: -12.7%SPY +108.4% · excess -121.0%

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™

Rows in this filing

Every transaction in Form 4 0001104659-22-125980, as filed. Open on EDGAR

Date	Transaction	Shares	Price	Value	Holdings after	Filed
Dec 7, 2022	POpen-market purchase Common Stockindirect: Clarendon Strategies, LLC	+35,013	$63.82	$2.2M	1,110,713	Dec 9, 2022
Dec 7, 2022	POpen-market purchase Common Stockindirect: Clarendon Strategies, LLC	+96,087	$64.54	$6.2M	1,206,800	Dec 9, 2022
Dec 7, 2022	POpen-market purchase Common Stockindirect: Clarendon Strategies, LLC	+2,200	$65.00	$143k	1,209,000	Dec 9, 2022
Dec 8, 2022	POpen-market purchase Common Stockindirect: Clarendon Strategies, LLC	+27,029	$64.87	$1.8M	1,236,029	Dec 9, 2022
Dec 8, 2022	POpen-market purchase Common Stockindirect: Clarendon Strategies, LLC	+42,302	$65.66	$2.8M	1,278,331	Dec 9, 2022
Dec 8, 2022	POpen-market purchase Common Stockindirect: Clarendon Strategies, LLC	+45,669	$66.18	$3.0M	1,324,000	Dec 9, 2022

Related signals

Other insiders at AMERCO /NV/ and this insider’s other filings.

Score	Company	Insider	Value	Holdings	Filed
27Weak	UHALsell AMERCO /NV/	John P. Brogan director	$201k 3,000 shares	-7%	Feb 19, 2025
23Weak	UHALbuy AMERCO /NV/	Richard Jay Herrera director	$7,486 10 shares	-	Jun 26, 2024
16Weak	UHALbuy AMERCO /NV/	Douglas Anthony Ducey other	$6,424 100 shares	-	Apr 3, 2024
27Weak	UHALsell AMERCO /NV/	John P. Brogan director	$193k 3,000 shares	-6%	Feb 22, 2024
46Moderate	UHALbuy AMERCO /NV/	Mark Shoen V owner	$6.9M 132,500 shares	+220%	Nov 17, 2023
57Moderate	UHALsell AMERCO /NV/	Mark Shoen V owner	$6.9M 132,500 shares	-100%	Nov 17, 2023
71Notable	UHALbuy 4 AMERCO /NV/	Edward J Shoen President	$16M 248,300 shares	+23%	Dec 9, 2022
58Moderate	UHALbuy 4 AMERCO /NV/	Mark Shoen V owner	$16M 248,300 shares	+23%	Dec 9, 2022
66Notable	UHALbuy 4 AMERCO /NV/	Willow Grove Holdings LP owner	$28M 472,550 shares	+78%	Nov 30, 2022
66Notable	UHALbuy 4 AMERCO /NV/	Mark Shoen V owner	$28M 472,550 shares	+78%	Nov 30, 2022

Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.