Denali Advisors’s National Western Life Group, Inc. Class A NWLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-600
| Closed | -$262K | – | 521 |
|
|
2023
Q3 | $262K | Sell |
600
-1,800
| -75% | -$791K | 0.09% | 197 |
|
|
2023
Q2 | $997K | Buy |
2,400
+1,100
| +85% | +$350K | 0.35% | 77 |
|
|
2023
Q1 | $315K | Sell |
1,300
-2,700
| -68% | -$704K | 0.13% | 140 |
|
|
2022
Q4 | $1.12M | Sell |
4,000
-2,707
| -40% | -$577K | 0.47% | 64 |
|
|
2022
Q3 | $1.15M | Hold |
6,707
| – | – | 0.54% | 58 |
|
|
2022
Q2 | $1.36M | Buy |
6,707
+2
| +0% | +$409 | 0.59% | 55 |
|
|
2022
Q1 | $1.41M | Sell |
6,705
-1,995
| -23% | -$426K | 0.54% | 58 |
|
|
2021
Q4 | $1.87M | Sell |
8,700
-1,700
| -16% | -$370K | 0.7% | 53 |
|
|
2021
Q3 | $2.19M | Sell |
10,400
-1,700
| -14% | -$369K | 0.92% | 44 |
|
|
2021
Q2 | $2.71M | Sell |
12,100
-800
| -6% | -$191K | 1.04% | 43 |
|
|
2021
Q1 | $3.21M | Hold |
12,900
| – | – | 0.99% | 33 |
|
|
2020
Q4 | $2.66M | Buy |
12,900
+1,100
| +9% | +$213K | 0.46% | 80 |
|
|
2020
Q3 | $2.16M | Hold |
11,800
| – | – | 0.43% | 81 |
|
|
2020
Q2 | $2.4M | Buy |
11,800
+5,800
| +97% | +$1.11M | 0.46% | 71 |
|
|
2020
Q1 | $1.03M | Sell |
6,000
-1,400
| -19% | -$343K | 0.22% | 113 |
|
|
2019
Q4 | $2.15M | Buy |
7,400
+200
| +3% | +$53.6K | 0.31% | 96 |
|
|
2019
Q3 | $1.93M | Buy |
7,200
+4,499
| +167% | +$1.18M | 0.27% | 97 |
|
|
2019
Q2 | $694K | Buy |
2,701
+1,888
| +232% | +$502K | 0.1% | 134 |
|
|
2019
Q1 | $213K | Buy |
813
+798
| +5,320% | +$234K | 0.03% | 144 |
|
|
2018
Q4 | $5K | Hold |
15
| – | – | ﹤0.01% | 133 |
|
|
2018
Q3 | $5K | Buy |
15
+3
| +25% | +$964 | ﹤0.01% | 144 |
|
|
2018
Q2 | $4K | Hold |
12
| – | – | ﹤0.01% | 189 |
|
|
2018
Q1 | $4K | Hold |
12
| – | – | ﹤0.01% | 182 |
|
|
2017
Q4 | $4K | Hold |
12
| – | – | ﹤0.01% | 187 |
|
|
2017
Q3 | $4K | Hold |
12
| – | – | ﹤0.01% | 171 |
|
|
2017
Q2 | $4K | Hold |
12
| – | – | ﹤0.01% | 171 |
|
|
2017
Q1 | $4K | Sell |
12
-4
| -25% | -$1.24K | ﹤0.01% | 160 |
|
|
2016
Q4 | $5K | Hold |
16
| – | – | ﹤0.01% | 149 |
|
|
2016
Q3 | $3K | Buy |
16
+6
| +60% | +$1.18K | ﹤0.01% | 194 |
|
|
2016
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 236 |
|
|
2016
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 228 |
|
|
2015
Q4 | $3K | Hold |
10
| – | – | ﹤0.01% | 183 |
|
|
2015
Q3 | $2K | Buy |
+10
| New | +$2.34K | ﹤0.01% | 234 |
|
Other funds holding NWLI
MNBTD
GCL
MF
MI
NAM
Denali Advisors's NWLI Position: Q4 2023 in Review
Denali Advisors sold out of National Western Life Group, Inc. Class A (NWLI) in Q4 2023, closing a stake of 600 shares — an estimated $262K sold.
Denali Advisors first reported a position in NWLI in Q3 2015 and held it in 33 quarters. The position peaked at $3.21M in Q1 2021. 152 funds tracked by Wall St. Rank hold NWLI as of Q4 2023.
- Denali Advisors reported no remaining National Western Life Group, Inc. Class A position as of Q4 2023 after selling out during the quarter.
- Denali Advisors sold 600 National Western Life Group, Inc. Class A shares in Q4 2023, an estimated $262K.
- Denali Advisors first reported a position in National Western Life Group, Inc. Class A in Q3 2015 and held it in 33 quarters.
- Denali Advisors's National Western Life Group, Inc. Class A position peaked at $3.21M in Q1 2021.
- 152 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q4 2023.
Based on Denali Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.