EI
NWLI

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

Ellevest Inc’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
2023
Q4 		– Sell
-19
Closed -$8.31K – 418
2023
Q3 		$8.31K Buy
+19
New +$8.35K ﹤0.01% 350
2023
Q2 		– Sell
-13
Closed -$3.15K – 1749
2023
Q1 		$3.15K Buy
+13
New +$3.39K ﹤0.01% 1339
2020
Q2 		– Sell
-3
Closed -$1K – 1382
2020
Q1 		$1K Buy
+3
New +$735 ﹤0.01% 1018

Other funds holding NWLI

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

Ellevest Inc's NWLI Position: Q4 2023 in Review

Ellevest Inc sold out of National Western Life Group, Inc. Class A (NWLI) in Q4 2023, closing a stake of 19 shares — an estimated $8.31K sold.

Ellevest Inc first reported a position in NWLI in Q1 2020 and held it in 3 quarters. The position peaked at $8.31K in Q3 2023. 152 funds tracked by Wall St. Rank hold NWLI as of Q4 2023.

  • Ellevest Inc reported no remaining National Western Life Group, Inc. Class A position as of Q4 2023 after selling out during the quarter.
  • Ellevest Inc sold 19 National Western Life Group, Inc. Class A shares in Q4 2023, an estimated $8.31K.
  • Ellevest Inc first reported a position in National Western Life Group, Inc. Class A in Q1 2020 and held it in 3 quarters.
  • Ellevest Inc's National Western Life Group, Inc. Class A position peaked at $8.31K in Q3 2023.
  • 152 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q4 2023.

Based on Ellevest Inc's 13F filing for Q4 2023, filed 6 Feb 2024.