IP
NWLI

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

Interval Partners’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
2023
Q4 		– Sell
-12,622
Closed -$5.52M – 395
2023
Q3 		$5.52M Buy
12,622
+9,248
+274% +$4.06M 0.17% 139
2023
Q2 		$1.4M Buy
+3,374
New +$1.08M 0.05% 217

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 $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Interval Partners's NWLI Position: Q4 2023 in Review

Interval Partners sold out of National Western Life Group, Inc. Class A (NWLI) in Q4 2023, closing a stake of 12,622 shares — an estimated $5.52M sold.

Interval Partners first reported a position in NWLI in Q2 2023 and held it in 2 quarters. The position peaked at $5.52M in Q3 2023. 152 funds tracked by Wall St. Rank hold NWLI as of Q4 2023.

  • Interval Partners reported no remaining National Western Life Group, Inc. Class A position as of Q4 2023 after selling out during the quarter.
  • Interval Partners sold 12,622 National Western Life Group, Inc. Class A shares in Q4 2023, an estimated $5.52M.
  • Interval Partners first reported a position in National Western Life Group, Inc. Class A in Q2 2023 and held it in 2 quarters.
  • Interval Partners's National Western Life Group, Inc. Class A position peaked at $5.52M in Q3 2023.
  • 152 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q4 2023.

Based on Interval Partners's 13F filing for Q4 2023, filed 14 Feb 2024.