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

Jupiter Investment 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
2020 Q2	$607K	Hold	2,990	–	–	0.01%	312
2020 Q1	$514K	Hold	2,990	–	–	0.01%	280
2019 Q4	$869K	Hold	2,990	–	–	0.01%	326
2019 Q3	$802K	Sell	2,990 -362	-11%	-$95.3K	0.01%	366
2019 Q2	$861K	Hold	3,352	–	–	0.01%	260
2019 Q1	$879K	Hold	3,352	–	–	0.01%	249
2018 Q4	$1.01M	Hold	3,352	–	–	0.01%	236
2018 Q3	$1.07M	Hold	3,352	–	–	0.01%	257
2018 Q2	$1.03M	Hold	3,352	–	–	0.01%	287
2018 Q1	$1.02M	Hold	3,352	–	–	0.01%	270
2017 Q4	$1.11M	Sell	3,352 -313	-9%	-$109K	0.01%	248
2017 Q3	$1.28M	Buy	3,665 +1,275	+53%	+$428K	0.01%	207
2017 Q2	$763K	Buy	2,390 +645	+37%	+$201K	0.01%	283
2017 Q1	$530K	Buy	+1,745	New	+$540K	0.01%	278

Other funds holding NWLI

MNBTD

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

TBC

Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jupiter Investment Management's NWLI Position: Q2 2020 in Review

Jupiter Investment Management held its National Western Life Group, Inc. Class A (NWLI) position steady in Q2 2020 at 2,990 shares worth $607K. The position accounts for 0.01% of the portfolio, ranked #312.

Jupiter Investment Management first reported a position in NWLI in Q1 2017 and has held it in 14 quarters since. The position peaked at $1.28M in Q3 2017. 99 funds tracked by Wall St. Rank hold NWLI as of Q2 2020.

Jupiter Investment Management held 2,990 shares of National Western Life Group, Inc. Class A worth $607K as of Q2 2020.
Jupiter Investment Management left its National Western Life Group, Inc. Class A share count unchanged in Q2 2020.
National Western Life Group, Inc. Class A made up 0.01% of Jupiter Investment Management's portfolio in Q2 2020, its #312 holding.
Jupiter Investment Management first reported a position in National Western Life Group, Inc. Class A in Q1 2017 and has held it in 14 quarters since.
Jupiter Investment Management's National Western Life Group, Inc. Class A position peaked at $1.28M in Q3 2017.
99 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.