Acadian Asset Management
NWLI

Acadian Asset Management’s National Western Life Group, Inc. Class A NWLI Stock Holding History

Acadian Asset Management’s Portfolio NWLI Stock Details NWLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-712
Closed -$147K – 2372
2020
Q4 		$147K Sell
712
-4,086
-85% -$793K ﹤0.01% 1640
2020
Q3 		$876K Sell
4,798
-1,752
-27% -$360K ﹤0.01% 950
2020
Q2 		$1.33M Hold
6,550
– – 0.01% 864
2020
Q1 		$1.13M Hold
6,550
– – 0.01% 756
2019
Q4 		$1.91M Hold
6,550
– – 0.01% 698
2019
Q3 		$1.76M Sell
6,550
-84
-1% -$22.1K 0.01% 719
2019
Q2 		$1.71M Sell
6,634
-121
-2% -$32.2K 0.01% 666
2019
Q1 		$1.77M Buy
6,755
+268
+4% +$78.6K 0.01% 722
2018
Q4 		$1.95M Hold
6,487
– – 0.01% 580
2018
Q3 		$2.07M Hold
6,487
– – 0.01% 555
2018
Q2 		$1.99M Sell
6,487
-1,636
-20% -$510K 0.01% 557
2018
Q1 		$2.48M Sell
8,123
-1,479
-15% -$471K 0.01% 547
2017
Q4 		$3.18M Buy
9,602
+2,219
+30% +$775K 0.01% 458
2017
Q3 		$2.58M Buy
7,383
+574
+8% +$193K 0.01% 510
2017
Q2 		$2.18M Sell
6,809
-1,455
-18% -$454K 0.01% 560
2017
Q1 		$2.51M Buy
8,264
+2,055
+33% +$636K 0.01% 561
2016
Q4 		$1.93M Buy
6,209
+4,537
+271% +$1.14M 0.01% 599
2016
Q3 		$343K Sell
1,672
-872
-34% -$172K ﹤0.01% 883
2016
Q2 		$497K Sell
2,544
-553
-18% -$118K ﹤0.01% 776
2016
Q1 		$715K Hold
3,097
– – ﹤0.01% 693
2015
Q4 		$780K Buy
+3,097
New +$789K ﹤0.01% 735

Other funds holding NWLI

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RAM
RK Asset Management Grosse Pointe Farms, Michigan $106M AUM 0.38% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

Acadian Asset Management's NWLI Position: Q1 2021 in Review

Acadian Asset Management sold out of National Western Life Group, Inc. Class A (NWLI) in Q1 2021, closing a stake of 712 shares — an estimated $147K sold.

Acadian Asset Management first reported a position in NWLI in Q4 2015 and held it in 21 quarters. The position peaked at $3.18M in Q4 2017. 94 funds tracked by Wall St. Rank hold NWLI as of Q1 2021.

  • Acadian Asset Management reported no remaining National Western Life Group, Inc. Class A position as of Q1 2021 after selling out during the quarter.
  • Acadian Asset Management sold 712 National Western Life Group, Inc. Class A shares in Q1 2021, an estimated $147K.
  • Acadian Asset Management first reported a position in National Western Life Group, Inc. Class A in Q4 2015 and held it in 21 quarters.
  • Acadian Asset Management's National Western Life Group, Inc. Class A position peaked at $3.18M in Q4 2017.
  • 94 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q1 2021.

Based on Acadian Asset Management's 13F filing for Q1 2021, filed 11 May 2021.