Los Angeles Capital Management
NWLI

Los Angeles Capital Management’s National Western Life Group, Inc. Class A NWLI Stock Holding History

Los Angeles Capital 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
Q3 		– Sell
-1,625
Closed -$675K – 1259
2023
Q2 		$675K Buy
1,625
+135
+9% +$43K ﹤0.01% 755
2023
Q1 		$362K Sell
1,490
-84
-5% -$21.9K ﹤0.01% 957
2022
Q4 		$442K Sell
1,574
-30
-2% -$6.4K ﹤0.01% 929
2022
Q3 		$274K Sell
1,604
-290
-15% -$56.5K ﹤0.01% 1098
2022
Q2 		$384K Buy
1,894
+30
+2% +$6.14K ﹤0.01% 1068
2022
Q1 		$392K Hold
1,864
– – ﹤0.01% 1136
2021
Q4 		$400K Hold
1,864
– – ﹤0.01% 1108
2021
Q3 		$393K Buy
+1,864
New +$405K ﹤0.01% 1169
2021
Q2 		– Sell
-3,339
Closed -$831K – 1700
2021
Q1 		$831K Sell
3,339
-53
-2% -$11.4K ﹤0.01% 982
2020
Q4 		$700K Hold
3,392
– – ﹤0.01% 1079
2020
Q3 		$620K Sell
3,392
-190
-5% -$39K ﹤0.01% 1000
2020
Q2 		$728K Sell
3,582
-63
-2% -$12K ﹤0.01% 969
2020
Q1 		$627K Sell
3,645
-1,473
-29% -$361K ﹤0.01% 838
2019
Q4 		$1.49M Sell
5,118
-650
-11% -$174K 0.01% 721
2019
Q3 		$1.55M Buy
5,768
+400
+7% +$105K 0.01% 695
2019
Q2 		$1.38M Sell
5,368
-700
-12% -$186K 0.01% 741
2019
Q1 		$1.59M Hold
6,068
– – 0.01% 719
2018
Q4 		$1.82M Hold
6,068
– – 0.01% 581
2018
Q3 		$1.94M Hold
6,068
– – 0.01% 668
2018
Q2 		$1.86M Hold
6,068
– – 0.01% 713
2018
Q1 		$1.85M Buy
6,068
+59
+1% +$18.8K 0.01% 657
2017
Q4 		$1.99M Buy
6,009
+1
+0% +$349 0.01% 672
2017
Q3 		$2.1M Hold
6,008
– – 0.01% 611
2017
Q2 		$1.92M Buy
6,008
+910
+18% +$284K 0.01% 619
2017
Q1 		$1.55M Sell
5,098
-100
-2% -$31K 0.01% 622
2016
Q4 		$1.62M Hold
5,198
– – 0.01% 588
2016
Q3 		$1.07M Buy
5,198
+474
+10% +$93.3K 0.01% 702
2016
Q2 		$922K Buy
4,724
+255
+6% +$54.5K 0.01% 724
2016
Q1 		$1.03M Buy
4,469
+224
+5% +$49.5K 0.01% 616
2015
Q4 		$1.07M Buy
+4,245
New +$1.08M 0.01% 655

Other funds holding NWLI

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
CGIC
Continental General Insurance Company Austin, Texas $693M AUM 90.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.6% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
RAM
RK Asset Management Grosse Pointe Farms, Michigan $106M AUM 0.38% 1-Year Est. Return

Los Angeles Capital Management's NWLI Position: Q3 2023 in Review

Los Angeles Capital Management sold out of National Western Life Group, Inc. Class A (NWLI) in Q3 2023, closing a stake of 1,625 shares — an estimated $675K sold.

Los Angeles Capital Management first reported a position in NWLI in Q4 2015 and held it in 30 quarters. The position peaked at $2.1M in Q3 2017. 116 funds tracked by Wall St. Rank hold NWLI as of Q3 2023.

  • Los Angeles Capital Management reported no remaining National Western Life Group, Inc. Class A position as of Q3 2023 after selling out during the quarter.
  • Los Angeles Capital Management sold 1,625 National Western Life Group, Inc. Class A shares in Q3 2023, an estimated $675K.
  • Los Angeles Capital Management first reported a position in National Western Life Group, Inc. Class A in Q4 2015 and held it in 30 quarters.
  • Los Angeles Capital Management's National Western Life Group, Inc. Class A position peaked at $2.1M in Q3 2017.
  • 116 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q3 2023.

Based on Los Angeles Capital Management's 13F filing for Q3 2023, filed 6 Nov 2023.