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

HSBC Holdings’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	-35,295	Closed	-$17.5M	–	3224
2024 Q2	$17.5M	Buy	35,295 +7,667	+28%	+$3.76M	0.01%	715
2024 Q1	$13.6M	Buy	27,628 +2,901	+12%	+$1.41M	0.01%	793
2023 Q4	$11.9M	Buy	+24,727	New	+$11.8M	0.01%	830

Other funds holding NWLI

MNBTD

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

HSBC Holdings's NWLI Position: Q3 2024 in Review

HSBC Holdings sold out of National Western Life Group, Inc. Class A (NWLI) in Q3 2024, closing a stake of 35,295 shares — an estimated $17.5M sold.

HSBC Holdings first reported a position in NWLI in Q4 2023 and held it in 3 quarters. The position peaked at $17.5M in Q2 2024. 1 fund tracked by Wall St. Rank holds NWLI as of Q3 2024.

HSBC Holdings reported no remaining National Western Life Group, Inc. Class A position as of Q3 2024 after selling out during the quarter.
HSBC Holdings sold 35,295 National Western Life Group, Inc. Class A shares in Q3 2024, an estimated $17.5M.
HSBC Holdings first reported a position in National Western Life Group, Inc. Class A in Q4 2023 and held it in 3 quarters.
HSBC Holdings's National Western Life Group, Inc. Class A position peaked at $17.5M in Q2 2024.
1 fund tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q3 2024.

Based on HSBC Holdings's 13F filing for Q3 2024, filed 14 Nov 2024.