Caldwell Sutter Capital’s National Western Life Group, Inc. Class A NWLI Stock Holding History

Caldwell Sutter Capital’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 Q3	–	Sell	-1,933	Closed	-$961K	–	935
2024 Q2	$961K	Sell	1,933 -180	-9%	-$88.3K	0.48%	56
2024 Q1	$1.04M	Sell	2,113 -287	-12%	-$139K	0.5%	58
2023 Q4	$1.16M	Hold	2,400	–	–	0.59%	49
2023 Q3	$1.05M	Hold	2,400	–	–	0.58%	44
2023 Q2	$997K	Hold	2,400	–	–	0.52%	48
2023 Q1	$582K	Hold	2,400	–	–	0.42%	61
2022 Q4	$674K	Buy	+2,400	New	+$512K	0.59%	48

Other funds holding NWLI

MNBTD

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

Caldwell Sutter Capital's NWLI Position: Q3 2024 in Review

Caldwell Sutter Capital sold out of National Western Life Group, Inc. Class A (NWLI) in Q3 2024, closing a stake of 1,933 shares — an estimated $961K sold.

Caldwell Sutter Capital first reported a position in NWLI in Q4 2022 and held it in 7 quarters. The position peaked at $1.16M in Q4 2023. 1 fund tracked by Wall St. Rank holds NWLI as of Q3 2024.

Caldwell Sutter Capital reported no remaining National Western Life Group, Inc. Class A position as of Q3 2024 after selling out during the quarter.
Caldwell Sutter Capital sold 1,933 National Western Life Group, Inc. Class A shares in Q3 2024, an estimated $961K.
Caldwell Sutter Capital first reported a position in National Western Life Group, Inc. Class A in Q4 2022 and held it in 7 quarters.
Caldwell Sutter Capital's National Western Life Group, Inc. Class A position peaked at $1.16M in Q4 2023.
1 fund tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q3 2024.

Based on Caldwell Sutter Capital's 13F filing for Q3 2024, filed 25 Oct 2024.