AG
NWLI

Aperio Group’s National Western Life Group, Inc. Class A NWLI Stock Holding History

Aperio Group’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
2020
Q4 		$754K Sell
3,652
-1,503
-29% -$292K ﹤0.01% 1748
2020
Q3 		$942K Sell
5,155
-30
-0.6% -$6.16K ﹤0.01% 1469
2020
Q2 		$1.05M Sell
5,185
-943
-15% -$180K ﹤0.01% 1389
2020
Q1 		$1.05M Sell
6,128
-4,154
-40% -$1.02M ﹤0.01% 1284
2019
Q4 		$2.99M Sell
10,282
-3,494
-25% -$936K 0.01% 916
2019
Q3 		$3.7M Buy
13,776
+2,213
+19% +$583K 0.01% 823
2019
Q2 		$2.97M Buy
11,563
+5,507
+91% +$1.46M 0.01% 900
2019
Q1 		$1.59M Buy
6,056
+396
+7% +$116K 0.01% 1138
2018
Q4 		$1.7M Sell
5,660
-749
-12% -$219K 0.01% 1058
2018
Q3 		$2.05M Sell
6,409
-729
-10% -$234K 0.01% 1053
2018
Q2 		$2.19M Buy
7,138
+128
+2% +$39.9K 0.01% 991
2018
Q1 		$2.14M Buy
7,010
+423
+6% +$135K 0.01% 975
2017
Q4 		$2.18M Buy
6,587
+315
+5% +$110K 0.01% 954
2017
Q3 		$2.19M Buy
6,272
+341
+6% +$114K 0.01% 909
2017
Q2 		$1.9M Buy
5,931
+2,067
+53% +$644K 0.01% 933
2017
Q1 		$1.18M Buy
3,864
+214
+6% +$66.3K 0.01% 1094
2016
Q4 		$1.14M Sell
3,650
-788
-18% -$198K 0.01% 1068
2016
Q3 		$911K Buy
4,438
+373
+9% +$73.4K 0.01% 1145
2016
Q2 		$794K Buy
4,065
+75
+2% +$16K 0.01% 1178
2016
Q1 		$920K Sell
3,990
-323
-7% -$71.4K 0.01% 1083
2015
Q4 		$1.09M Buy
+4,313
New +$1.1M 0.01% 985

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
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Aperio Group's NWLI Position: Q4 2020 in Review

Aperio Group reduced its National Western Life Group, Inc. Class A (NWLI) stake by 29% in Q4 2020, selling an estimated $292K and leaving 3,652 shares worth $754K. The position accounts for ﹤0.01% of the portfolio, ranked #1748.

Aperio Group first reported a position in NWLI in Q4 2015 and has held it in 21 quarters since. The position peaked at $3.7M in Q3 2019. 96 funds tracked by Wall St. Rank hold NWLI as of Q4 2020.

  • Aperio Group held 3,652 shares of National Western Life Group, Inc. Class A worth $754K as of Q4 2020.
  • Aperio Group sold 1,503 National Western Life Group, Inc. Class A shares in Q4 2020, an estimated $292K.
  • National Western Life Group, Inc. Class A made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1748 holding.
  • Aperio Group first reported a position in National Western Life Group, Inc. Class A in Q4 2015 and has held it in 21 quarters since.
  • Aperio Group's National Western Life Group, Inc. Class A position peaked at $3.7M in Q3 2019.
  • 96 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.