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

Lingohr 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
2020 Q1	–	Sell	-1,864	Closed	-$535K	–	116
2019 Q4	$535K	Hold	1,864	–	–	0.52%	95
2019 Q3	$500K	Hold	1,864	–	–	0.5%	97
2019 Q2	$479K	Hold	1,864	–	–	0.47%	96
2019 Q1	$489K	Hold	1,864	–	–	0.51%	86
2018 Q4	$550K	Buy	+1,864	New	+$546K	0.59%	75

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

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

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

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

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

TBC

Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lingohr Asset Management's NWLI Position: Q1 2020 in Review

Lingohr Asset Management sold out of National Western Life Group, Inc. Class A (NWLI) in Q1 2020, closing a stake of 1,864 shares — an estimated $535K sold.

Lingohr Asset Management first reported a position in NWLI in Q4 2018 and held it in 5 quarters. The position peaked at $550K in Q4 2018. 102 funds tracked by Wall St. Rank hold NWLI as of Q1 2020.

Lingohr Asset Management reported no remaining National Western Life Group, Inc. Class A position as of Q1 2020 after selling out during the quarter.
Lingohr Asset Management sold 1,864 National Western Life Group, Inc. Class A shares in Q1 2020, an estimated $535K.
Lingohr Asset Management first reported a position in National Western Life Group, Inc. Class A in Q4 2018 and held it in 5 quarters.
Lingohr Asset Management's National Western Life Group, Inc. Class A position peaked at $550K in Q4 2018.
102 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q1 2020.

Based on Lingohr Asset Management's 13F filing for Q1 2020, filed 7 May 2020.