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

Guggenheim Capital’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 Q3	–	Sell	-1,492	Closed	-$741K	–	1970
2024 Q2	$741K	Buy	1,492 +2	+0.1%	+$981	0.01%	1256
2024 Q1	$733K	Hold	1,490	–	–	0.01%	1323
2023 Q4	$720K	Buy	+1,490	New	+$709K	0.01%	1301

Other funds holding NWLI

MNBTD

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

Guggenheim Capital's NWLI Position: Q3 2024 in Review

Guggenheim Capital sold out of National Western Life Group, Inc. Class A (NWLI) in Q3 2024, closing a stake of 1,492 shares — an estimated $741K sold.

Guggenheim Capital first reported a position in NWLI in Q4 2023 and held it in 3 quarters. The position peaked at $741K in Q2 2024. 1 fund tracked by Wall St. Rank holds NWLI as of Q3 2024.

Guggenheim Capital reported no remaining National Western Life Group, Inc. Class A position as of Q3 2024 after selling out during the quarter.
Guggenheim Capital sold 1,492 National Western Life Group, Inc. Class A shares in Q3 2024, an estimated $741K.
Guggenheim Capital first reported a position in National Western Life Group, Inc. Class A in Q4 2023 and held it in 3 quarters.
Guggenheim Capital's National Western Life Group, Inc. Class A position peaked at $741K in Q2 2024.
1 fund tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q3 2024.

Based on Guggenheim Capital's 13F filing for Q3 2024, filed 13 Nov 2024.