M3F Inc’s National Western Life Group, Inc. Class A NWLI Stock Holding History

M3F Inc’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	-31,821	Closed	-$15.7M	–	37
2024 Q1	$15.7M	Sell	31,821 -28,961	-48%	-$14M	5.54%	4
2023 Q4	$29.4M	Sell	60,782 -9,534	-14%	-$4.54M	9.32%	2
2023 Q3	$30.8M	Sell	70,316 -12,634	-15%	-$5.55M	10.28%	1
2023 Q2	$34.5M	Buy	82,950 +43,425	+110%	+$13.8M	10.83%	1
2023 Q1	$9.59M	Sell	39,525 -200	-0.5%	-$52.1K	3.15%	13
2022 Q4	$11.2M	Sell	39,725 -1,000	-2%	-$213K	3.41%	9
2022 Q3	$6.96M	Buy	40,725 +2,798	+7%	+$545K	2.44%	17
2022 Q2	$7.69M	Buy	37,927 +6,855	+22%	+$1.4M	2.5%	16
2022 Q1	$6.54M	Buy	+31,072	New	+$6.63M	2.18%	20
2021 Q4	–	Sell	-8,687	Closed	-$1.83M	–	52
2021 Q3	$1.83M	Buy	+8,687	New	+$1.89M	0.6%	44

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

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

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

GCL

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

Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

NAM

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

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

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

M3F Inc's NWLI Position: Q2 2024 in Review

M3F Inc sold out of National Western Life Group, Inc. Class A (NWLI) in Q2 2024, closing a stake of 31,821 shares — an estimated $15.7M sold.

M3F Inc first reported a position in NWLI in Q3 2021 and held it in 10 quarters. The position peaked at $34.5M in Q2 2023. 153 funds tracked by Wall St. Rank hold NWLI as of Q2 2024.

M3F Inc reported no remaining National Western Life Group, Inc. Class A position as of Q2 2024 after selling out during the quarter.
M3F Inc sold 31,821 National Western Life Group, Inc. Class A shares in Q2 2024, an estimated $15.7M.
M3F Inc first reported a position in National Western Life Group, Inc. Class A in Q3 2021 and held it in 10 quarters.
M3F Inc's National Western Life Group, Inc. Class A position peaked at $34.5M in Q2 2023.
153 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q2 2024.

Based on M3F Inc's 13F filing for Q2 2024, filed 13 Aug 2024.