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

CM 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
2022 Q4	–	Sell	-8,000	Closed	-$1.37M	–	78
2022 Q3	$1.37M	Hold	8,000	–	–	1.52%	24
2022 Q2	$1.62M	Hold	8,000	–	–	1.73%	22
2022 Q1	$1.68M	Hold	8,000	–	–	1.41%	27
2021 Q4	$1.72M	Buy	8,000 +1,000	+14%	+$218K	1.3%	23
2021 Q3	$1.47M	Buy	7,000 +1,000	+17%	+$217K	1.1%	30
2021 Q2	$1.35M	Hold	6,000	–	–	0.97%	37
2021 Q1	$1.49M	Buy	6,000 +4,000	+200%	+$858K	1.11%	32
2020 Q4	$413K	Buy	+2,000	New	+$388K	0.38%	64

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

CGIC

Continental General Insurance Company Austin, Texas $693M AUM 90.58% 1-Year Est. Return

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

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

RAM

RK Asset Management Grosse Pointe Farms, Michigan $106M AUM 0.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CM Management's NWLI Position: Q4 2022 in Review

CM Management sold out of National Western Life Group, Inc. Class A (NWLI) in Q4 2022, closing a stake of 8,000 shares — an estimated $1.37M sold.

CM Management first reported a position in NWLI in Q4 2020 and held it in 8 quarters. The position peaked at $1.72M in Q4 2021. 114 funds tracked by Wall St. Rank hold NWLI as of Q4 2022.

CM Management reported no remaining National Western Life Group, Inc. Class A position as of Q4 2022 after selling out during the quarter.
CM Management sold 8,000 National Western Life Group, Inc. Class A shares in Q4 2022, an estimated $1.37M.
CM Management first reported a position in National Western Life Group, Inc. Class A in Q4 2020 and held it in 8 quarters.
CM Management's National Western Life Group, Inc. Class A position peaked at $1.72M in Q4 2021.
114 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q4 2022.

Based on CM Management's 13F filing for Q4 2022, filed 9 Feb 2023.