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

Bessemer 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 Q2	–	Sell	-2,400	Closed	-$413K	–	1829
2020 Q1	$413K	Sell	2,400 -800	-25%	-$196K	﹤0.01%	830
2019 Q4	$931K	Sell	3,200 -700	-18%	-$188K	﹤0.01%	755
2019 Q3	$1.05M	Hold	3,900	–	–	﹤0.01%	683
2019 Q2	$1M	Hold	3,900	–	–	﹤0.01%	703
2019 Q1	$1.02M	Buy	3,900 +2,100	+117%	+$616K	﹤0.01%	627
2018 Q4	$541K	Hold	1,800	–	–	﹤0.01%	730
2018 Q3	$575K	Hold	1,800	–	–	﹤0.01%	728
2018 Q2	$553K	Hold	1,800	–	–	﹤0.01%	740
2018 Q1	$549K	Sell	1,800 -200	-10%	-$63.7K	﹤0.01%	757
2017 Q4	$662K	Buy	+2,000	New	+$698K	﹤0.01%	723
2016 Q4	–	Sell	-20	Closed	-$4K	–	2085
2016 Q3	$4K	Buy	+20	New	+$3.94K	﹤0.01%	1679
2016 Q2	–	Sell	-460	Closed	-$106K	–	1477
2016 Q1	$106K	Buy	+460	New	+$102K	﹤0.01%	775

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

TBC

Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bessemer Group's NWLI Position: Q2 2020 in Review

Bessemer Group sold out of National Western Life Group, Inc. Class A (NWLI) in Q2 2020, closing a stake of 2,400 shares — an estimated $413K sold.

Bessemer Group first reported a position in NWLI in Q1 2016 and held it in 12 quarters. The position peaked at $1.05M in Q3 2019. 99 funds tracked by Wall St. Rank hold NWLI as of Q2 2020.

Bessemer Group reported no remaining National Western Life Group, Inc. Class A position as of Q2 2020 after selling out during the quarter.
Bessemer Group sold 2,400 National Western Life Group, Inc. Class A shares in Q2 2020, an estimated $413K.
Bessemer Group first reported a position in National Western Life Group, Inc. Class A in Q1 2016 and held it in 12 quarters.
Bessemer Group's National Western Life Group, Inc. Class A position peaked at $1.05M in Q3 2019.
99 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q2 2020.

Based on Bessemer Group's 13F filing for Q2 2020, filed 5 Aug 2020.