BPM
NWLI

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

Bowling Portfolio 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
2020
Q4 		– Sell
-1,203
Closed -$220K – 378
2020
Q3 		$220K Buy
+1,203
New +$247K 0.05% 367
2020
Q1 		– Sell
-2,619
Closed -$762K – 402
2019
Q4 		$762K Buy
+2,619
New +$702K 0.13% 241

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 $8.84B AUM 6.92% 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

Bowling Portfolio Management's NWLI Position: Q4 2020 in Review

Bowling Portfolio Management sold out of National Western Life Group, Inc. Class A (NWLI) in Q4 2020, closing a stake of 1,203 shares — an estimated $220K sold.

Bowling Portfolio Management first reported a position in NWLI in Q4 2019 and held it in 2 quarters. The position peaked at $762K in Q4 2019. 96 funds tracked by Wall St. Rank hold NWLI as of Q4 2020.

  • Bowling Portfolio Management reported no remaining National Western Life Group, Inc. Class A position as of Q4 2020 after selling out during the quarter.
  • Bowling Portfolio Management sold 1,203 National Western Life Group, Inc. Class A shares in Q4 2020, an estimated $220K.
  • Bowling Portfolio Management first reported a position in National Western Life Group, Inc. Class A in Q4 2019 and held it in 2 quarters.
  • Bowling Portfolio Management's National Western Life Group, Inc. Class A position peaked at $762K in Q4 2019.
  • 96 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q4 2020.

Based on Bowling Portfolio Management's 13F filing for Q4 2020, filed 15 Jan 2021.