ECM
NWLI

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

Evergreen Capital 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
2020
Q1 		– Sell
-1,113
Closed -$324K – 507
2019
Q4 		$324K Buy
1,113
+89
+9% +$23.8K 0.03% 331
2019
Q3 		$275K Buy
+1,024
New +$270K 0.03% 323

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Evergreen Capital Management's NWLI Position: Q1 2020 in Review

Evergreen Capital Management sold out of National Western Life Group, Inc. Class A (NWLI) in Q1 2020, closing a stake of 1,113 shares — an estimated $324K sold.

Evergreen Capital Management first reported a position in NWLI in Q3 2019 and held it in 2 quarters. The position peaked at $324K in Q4 2019. 102 funds tracked by Wall St. Rank hold NWLI as of Q1 2020.

  • Evergreen Capital Management reported no remaining National Western Life Group, Inc. Class A position as of Q1 2020 after selling out during the quarter.
  • Evergreen Capital Management sold 1,113 National Western Life Group, Inc. Class A shares in Q1 2020, an estimated $324K.
  • Evergreen Capital Management first reported a position in National Western Life Group, Inc. Class A in Q3 2019 and held it in 2 quarters.
  • Evergreen Capital Management's National Western Life Group, Inc. Class A position peaked at $324K in Q4 2019.
  • 102 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q1 2020.

Based on Evergreen Capital Management's 13F filing for Q1 2020, filed 15 May 2020.