EF
NWLI

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

Empowered Funds’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
Q1 		– Sell
-5,991
Closed -$2.89M – 1454
2023
Q4 		$2.89M Sell
5,991
-1,958
-25% -$931K 0.07% 393
2023
Q3 		$3.48M Buy
7,949
+632
+9% +$278K 0.1% 265
2023
Q2 		$3.04M Buy
+7,317
New +$2.33M 0.11% 266

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Empowered Funds's NWLI Position: Q1 2024 in Review

Empowered Funds sold out of National Western Life Group, Inc. Class A (NWLI) in Q1 2024, closing a stake of 5,991 shares — an estimated $2.89M sold.

Empowered Funds first reported a position in NWLI in Q2 2023 and held it in 3 quarters. The position peaked at $3.48M in Q3 2023. 155 funds tracked by Wall St. Rank hold NWLI as of Q1 2024.

  • Empowered Funds reported no remaining National Western Life Group, Inc. Class A position as of Q1 2024 after selling out during the quarter.
  • Empowered Funds sold 5,991 National Western Life Group, Inc. Class A shares in Q1 2024, an estimated $2.89M.
  • Empowered Funds first reported a position in National Western Life Group, Inc. Class A in Q2 2023 and held it in 3 quarters.
  • Empowered Funds's National Western Life Group, Inc. Class A position peaked at $3.48M in Q3 2023.
  • 155 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q1 2024.

Based on Empowered Funds's 13F filing for Q1 2024, filed 6 May 2024.