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

Adalta Capital 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
2024 Q3	–	Sell	-310	Closed	-$154K	–	103
2024 Q2	$154K	Hold	310	–	–	0.08%	80
2024 Q1	$153K	Buy	+310	New	+$150K	0.08%	78

Other funds holding NWLI

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Adalta Capital Management's NWLI Position: Q3 2024 in Review

Adalta Capital Management sold out of National Western Life Group, Inc. Class A (NWLI) in Q3 2024, closing a stake of 310 shares — an estimated $154K sold.

Adalta Capital Management first reported a position in NWLI in Q1 2024 and held it in 2 quarters. The position peaked at $154K in Q2 2024. 1 fund tracked by Wall St. Rank holds NWLI as of Q3 2024.

Adalta Capital Management reported no remaining National Western Life Group, Inc. Class A position as of Q3 2024 after selling out during the quarter.
Adalta Capital Management sold 310 National Western Life Group, Inc. Class A shares in Q3 2024, an estimated $154K.
Adalta Capital Management first reported a position in National Western Life Group, Inc. Class A in Q1 2024 and held it in 2 quarters.
Adalta Capital Management's National Western Life Group, Inc. Class A position peaked at $154K in Q2 2024.
1 fund tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q3 2024.

Based on Adalta Capital Management's 13F filing for Q3 2024, filed 15 Nov 2024.