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

Balyasny 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
2024 Q2	–	Sell	-31,503	Closed	-$15.5M	–	3243
2024 Q1	$15.5M	Sell	31,503 -34	-0.1%	-$16.5K	0.03%	745
2023 Q4	$15.2M	Buy	31,537 +20,531	+187%	+$9.77M	0.03%	706
2023 Q3	$4.82M	Buy	11,006 +3,927	+55%	+$1.73M	0.01%	1116
2023 Q2	$2.94M	Buy	+7,079	New	+$2.26M	0.01%	1246
2018 Q2	–	Sell	-900	Closed	-$274K	–	2230
2018 Q1	$274K	Buy	900 +200	+29%	+$63.7K	﹤0.01%	1646
2017 Q4	$232K	Buy	+700	New	+$244K	﹤0.01%	1844
2016 Q1	–	Sell	-517,224	Closed	-$43.6M	–	1574
2015 Q4	$43.6M	Buy	+517,224	New	+$132M	0.3%	96

Other funds holding NWLI

MNBTD

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Balyasny Asset Management's NWLI Position: Q2 2024 in Review

Balyasny Asset Management sold out of National Western Life Group, Inc. Class A (NWLI) in Q2 2024, closing a stake of 31,503 shares — an estimated $15.5M sold.

Balyasny Asset Management first reported a position in NWLI in Q4 2015 and held it in 7 quarters. The position peaked at $43.6M in Q4 2015. 153 funds tracked by Wall St. Rank hold NWLI as of Q2 2024.

Balyasny Asset Management reported no remaining National Western Life Group, Inc. Class A position as of Q2 2024 after selling out during the quarter.
Balyasny Asset Management sold 31,503 National Western Life Group, Inc. Class A shares in Q2 2024, an estimated $15.5M.
Balyasny Asset Management first reported a position in National Western Life Group, Inc. Class A in Q4 2015 and held it in 7 quarters.
Balyasny Asset Management's National Western Life Group, Inc. Class A position peaked at $43.6M in Q4 2015.
153 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q2 2024.

Based on Balyasny Asset Management's 13F filing for Q2 2024, filed 14 Aug 2024.