Adirondack Research & Management’s National Western Life Group, Inc. Class A NWLI Stock Holding History

Adirondack Research & 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 Q3	$1.54M	Sell	7,316 -570	-7%	-$124K	1.87%	13
2021 Q2	$1.77M	Sell	7,886 -305	-4%	-$72.7K	2.07%	8
2021 Q1	$2.04M	Hold	8,191	–	–	2.41%	5
2020 Q4	$1.69M	Sell	8,191 -1,389	-14%	-$270K	2.31%	12
2020 Q3	$1.75M	Sell	9,580 -639	-6%	-$131K	2.44%	11
2020 Q2	$2.08M	Sell	10,219 -759	-7%	-$145K	2.73%	11
2020 Q1	$1.89M	Sell	10,978 -2,487	-18%	-$609K	2.63%	13
2019 Q4	$3.92M	Sell	13,465 -301	-2%	-$80.6K	3.39%	3
2019 Q3	$3.69M	Sell	13,766 -3,744	-21%	-$986K	3.22%	3
2019 Q2	$4.5M	Hold	17,510	–	–	3.23%	6
2019 Q1	$4.6M	Sell	17,510 -9	-0.1%	-$2.64K	2.86%	4
2018 Q4	$5.27M	Buy	17,519 +130	+0.7%	+$38.1K	3.29%	2
2018 Q3	$5.55M	Hold	17,389	–	–	2.08%	14
2018 Q2	$5.34M	Buy	+17,389	New	+$5.43M	2.08%	11

Other funds holding NWLI

MNBTD

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RAM

RK Asset Management Grosse Pointe Farms, Michigan $106M AUM 0.38% 1-Year Est. Return

Adirondack Research & Management's NWLI Position: Q3 2021 in Review

Adirondack Research & Management reduced its National Western Life Group, Inc. Class A (NWLI) stake by 7.2% in Q3 2021, selling an estimated $124K and leaving 7,316 shares worth $1.54M. The position accounts for 1.87% of the portfolio, ranked #13.

Adirondack Research & Management first reported a position in NWLI in Q2 2018 and has held it in 14 quarters since. The position peaked at $5.55M in Q3 2018. 97 funds tracked by Wall St. Rank hold NWLI as of Q3 2021.

Adirondack Research & Management held 7,316 shares of National Western Life Group, Inc. Class A worth $1.54M as of Q3 2021.
Adirondack Research & Management sold 570 National Western Life Group, Inc. Class A shares in Q3 2021, an estimated $124K.
National Western Life Group, Inc. Class A made up 1.87% of Adirondack Research & Management's portfolio in Q3 2021, its #13 holding.
Adirondack Research & Management first reported a position in National Western Life Group, Inc. Class A in Q2 2018 and has held it in 14 quarters since.
Adirondack Research & Management's National Western Life Group, Inc. Class A position peaked at $5.55M in Q3 2018.
97 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q3 2021.

Based on Adirondack Research & Management's 13F filing for Q3 2021, filed 29 Oct 2021.