JO
NWLI

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

John Overdeck’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
Q2 		– Sell
-1,110
Closed -$546K – 3432
2024
Q1 		$546K Buy
+1,110
New +$538K ﹤0.01% 2295
2022
Q4 		– Sell
-1,695
Closed -$290K – 3138
2022
Q3 		$290K Sell
1,695
-2,012
-54% -$392K ﹤0.01% 1981
2022
Q2 		$751K Buy
3,707
+780
+27% +$160K ﹤0.01% 1663
2022
Q1 		$616K Buy
2,927
+1,932
+194% +$412K ﹤0.01% 1920
2021
Q4 		$213K Sell
995
-790
-44% -$172K ﹤0.01% 3896
2021
Q3 		$376K Buy
+1,785
New +$387K ﹤0.01% 3486
2021
Q2 		– Sell
-1,491
Closed -$371K – 4689
2021
Q1 		$371K Buy
1,491
+300
+25% +$64.4K ﹤0.01% 3175
2020
Q4 		$246K Buy
1,191
+91
+8% +$17.7K ﹤0.01% 2996
2020
Q3 		$201K Buy
+1,100
New +$226K ﹤0.01% 2821
2019
Q1 		– Sell
-2,129
Closed -$640K – 3554
2018
Q4 		$640K Buy
2,129
+1,100
+107% +$322K ﹤0.01% 1947
2018
Q3 		$328K Sell
1,029
-1,439
-58% -$463K ﹤0.01% 2714
2018
Q2 		$758K Buy
2,468
+1,778
+258% +$555K ﹤0.01% 2350
2018
Q1 		$210K Buy
+690
New +$220K ﹤0.01% 2963
2017
Q4 		– Sell
-1,040
Closed -$363K – 3526
2017
Q3 		$363K Sell
1,040
-506
-33% -$170K ﹤0.01% 2329
2017
Q2 		$494K Buy
+1,546
New +$482K ﹤0.01% 2340

Other funds holding NWLI

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

John Overdeck's NWLI Position: Q2 2024 in Review

John Overdeck sold out of National Western Life Group, Inc. Class A (NWLI) in Q2 2024, closing a stake of 1,110 shares — an estimated $546K sold.

John Overdeck first reported a position in NWLI in Q2 2017 and held it in 15 quarters. The position peaked at $758K in Q2 2018. 153 funds tracked by Wall St. Rank hold NWLI as of Q2 2024.

  • John Overdeck reported no remaining National Western Life Group, Inc. Class A position as of Q2 2024 after selling out during the quarter.
  • John Overdeck sold 1,110 National Western Life Group, Inc. Class A shares in Q2 2024, an estimated $546K.
  • John Overdeck first reported a position in National Western Life Group, Inc. Class A in Q2 2017 and held it in 15 quarters.
  • John Overdeck's National Western Life Group, Inc. Class A position peaked at $758K in Q2 2018.
  • 153 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q2 2024.

Based on Two Sigma Investments's 13F filing for Q2 2024, filed 14 Aug 2024.