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

Ergoteles’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 Q3	–	Sell	-1,300	Closed	-$264K	–	2104
2022 Q2	$264K	Buy	+1,300	New	+$266K	0.01%	1175
2022 Q1	–	Sell	-2,109	Closed	-$452K	–	1711
2021 Q4	$452K	Sell	2,109 -2,043	-49%	-$445K	0.02%	683
2021 Q3	$874K	Buy	+4,152	New	+$901K	0.03%	415

Other funds holding NWLI

MNBTD

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ergoteles's NWLI Position: Q3 2022 in Review

Ergoteles sold out of National Western Life Group, Inc. Class A (NWLI) in Q3 2022, closing a stake of 1,300 shares — an estimated $264K sold.

Ergoteles first reported a position in NWLI in Q3 2021 and held it in 3 quarters. The position peaked at $874K in Q3 2021. 98 funds tracked by Wall St. Rank hold NWLI as of Q3 2022.

Ergoteles reported no remaining National Western Life Group, Inc. Class A position as of Q3 2022 after selling out during the quarter.
Ergoteles sold 1,300 National Western Life Group, Inc. Class A shares in Q3 2022, an estimated $264K.
Ergoteles first reported a position in National Western Life Group, Inc. Class A in Q3 2021 and held it in 3 quarters.
Ergoteles's National Western Life Group, Inc. Class A position peaked at $874K in Q3 2021.
98 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q3 2022.

Based on Ergoteles's 13F filing for Q3 2022, filed 14 Nov 2022.