Mackenzie Financial
NWLI

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

Mackenzie Financial’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
-659
Closed -$277K – 1602
2023
Q3 		$277K Sell
659
-540
-45% -$237K ﹤0.01% 1165
2023
Q2 		$495K Sell
1,199
-450
-27% -$143K ﹤0.01% 1024
2023
Q1 		$400K Sell
1,649
-1,050
-39% -$274K ﹤0.01% 1089
2022
Q4 		$758K Buy
2,699
+150
+6% +$32K ﹤0.01% 818
2022
Q3 		$435K Buy
2,549
+118
+5% +$23K ﹤0.01% 976
2022
Q2 		$493K Buy
2,431
+1,034
+74% +$212K ﹤0.01% 951
2022
Q1 		$294K Hold
1,397
– – ﹤0.01% 1124
2021
Q4 		$300K Sell
1,397
-3
-0.2% -$653 ﹤0.01% 1148
2021
Q3 		$295K Buy
1,400
+210
+18% +$45.6K ﹤0.01% 1144
2021
Q2 		$267K Buy
1,190
+190
+19% +$45.3K ﹤0.01% 1093
2021
Q1 		$249K Sell
1,000
-300
-23% -$64.4K ﹤0.01% 1047
2020
Q4 		$268K Sell
1,300
-100
-7% -$19.4K ﹤0.01% 957
2020
Q3 		$256K Sell
1,400
-100
-7% -$20.5K ﹤0.01% 900
2020
Q2 		$305K Sell
1,500
-200
-12% -$38.1K ﹤0.01% 865
2020
Q1 		$292K Sell
1,700
-250
-13% -$61.2K ﹤0.01% 915
2019
Q4 		$567K Sell
1,950
-940
-33% -$252K ﹤0.01% 839
2019
Q3 		$776K Hold
2,890
– – ﹤0.01% 764
2019
Q2 		$743K Buy
2,890
+400
+16% +$106K ﹤0.01% 799
2019
Q1 		$654K Buy
2,490
+50
+2% +$14.7K ﹤0.01% 983
2018
Q4 		$734K Sell
2,440
-765
-24% -$224K ﹤0.01% 865
2018
Q3 		$1.02M Buy
3,205
+150
+5% +$48.2K ﹤0.01% 754
2018
Q2 		$939K Buy
3,055
+150
+5% +$46.8K ﹤0.01% 692
2018
Q1 		$886K Hold
2,905
– – ﹤0.01% 654
2017
Q4 		$962K Buy
2,905
+155
+6% +$54.1K ﹤0.01% 611
2017
Q3 		$960K Buy
+2,750
New +$923K 0.01% 452

Other funds holding NWLI

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
MI
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

Mackenzie Financial's NWLI Position: Q4 2023 in Review

Mackenzie Financial sold out of National Western Life Group, Inc. Class A (NWLI) in Q4 2023, closing a stake of 659 shares — an estimated $277K sold.

Mackenzie Financial first reported a position in NWLI in Q3 2017 and held it in 25 quarters. The position peaked at $1.02M in Q3 2018. 152 funds tracked by Wall St. Rank hold NWLI as of Q4 2023.

  • Mackenzie Financial reported no remaining National Western Life Group, Inc. Class A position as of Q4 2023 after selling out during the quarter.
  • Mackenzie Financial sold 659 National Western Life Group, Inc. Class A shares in Q4 2023, an estimated $277K.
  • Mackenzie Financial first reported a position in National Western Life Group, Inc. Class A in Q3 2017 and held it in 25 quarters.
  • Mackenzie Financial's National Western Life Group, Inc. Class A position peaked at $1.02M in Q3 2018.
  • 152 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q4 2023.

Based on Mackenzie Financial's 13F filing for Q4 2023, filed 30 Jan 2024.