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

Jupiter Asset 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
2023 Q4	–	Sell	-3,060	Closed	-$1.34M	–	554
2023 Q3	$1.34M	Hold	3,060	–	–	0.01%	374
2023 Q2	$1.26M	Hold	3,060	–	–	0.01%	416
2023 Q1	$734K	Hold	3,060	–	–	0.01%	357
2022 Q4	$854K	Buy	3,060 +117	+4%	+$25K	0.01%	379
2022 Q3	$503K	Hold	2,943	–	–	0.01%	434
2022 Q2	$594K	Sell	2,943 -47	-2%	-$9.62K	0.01%	477
2022 Q1	$628K	Hold	2,990	–	–	0.01%	437
2021 Q4	$637K	Hold	2,990	–	–	0.01%	450
2021 Q3	$629K	Hold	2,990	–	–	0.01%	455
2021 Q2	$668K	Hold	2,990	–	–	0.01%	474
2021 Q1	$733K	Hold	2,990	–	–	0.01%	460
2020 Q4	$617K	Hold	2,990	–	–	0.01%	495
2020 Q3	$546K	Buy	+2,990	New	+$614K	0.01%	505

Other funds holding NWLI

MNBTD

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

Jupiter Asset Management's NWLI Position: Q4 2023 in Review

Jupiter Asset Management sold out of National Western Life Group, Inc. Class A (NWLI) in Q4 2023, closing a stake of 3,060 shares — an estimated $1.34M sold.

Jupiter Asset Management first reported a position in NWLI in Q3 2020 and held it in 13 quarters. The position peaked at $1.34M in Q3 2023. 152 funds tracked by Wall St. Rank hold NWLI as of Q4 2023.

Jupiter Asset Management reported no remaining National Western Life Group, Inc. Class A position as of Q4 2023 after selling out during the quarter.
Jupiter Asset Management sold 3,060 National Western Life Group, Inc. Class A shares in Q4 2023, an estimated $1.34M.
Jupiter Asset Management first reported a position in National Western Life Group, Inc. Class A in Q3 2020 and held it in 13 quarters.
Jupiter Asset Management's National Western Life Group, Inc. Class A position peaked at $1.34M in Q3 2023.
152 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q4 2023.

Based on Jupiter Asset Management's 13F filing for Q4 2023, filed 9 Feb 2024.