Macquarie Group
NWLI

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

Macquarie Group’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
2022
Q3 		– Sell
-21
Closed -$4.09K – 2472
2022
Q2 		$4K Hold
21
– – ﹤0.01% 2544
2022
Q1 		$4 Hold
21
– – ﹤0.01% 2604
2021
Q4 		$5K Hold
21
– – ﹤0.01% 2576
2021
Q3 		$4K Hold
21
– – ﹤0.01% 2607
2021
Q2 		$5K Hold
21
– – ﹤0.01% 2532
2021
Q1 		$5K Sell
21
-10
-32% -$2.15K ﹤0.01% 2449
2020
Q4 		$6K Hold
31
– – ﹤0.01% 2341
2020
Q3 		$6K Hold
31
– – ﹤0.01% 2331
2020
Q2 		$6K Buy
+31
New +$5.91K ﹤0.01% 2337

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group's NWLI Position: Q3 2022 in Review

Macquarie Group sold out of National Western Life Group, Inc. Class A (NWLI) in Q3 2022, closing a stake of 21 shares — an estimated $4.09K sold.

Macquarie Group first reported a position in NWLI in Q2 2020 and held it in 9 quarters. The position peaked at $6K in Q4 2020. 98 funds tracked by Wall St. Rank hold NWLI as of Q3 2022.

  • Macquarie Group reported no remaining National Western Life Group, Inc. Class A position as of Q3 2022 after selling out during the quarter.
  • Macquarie Group sold 21 National Western Life Group, Inc. Class A shares in Q3 2022, an estimated $4.09K.
  • Macquarie Group first reported a position in National Western Life Group, Inc. Class A in Q2 2020 and held it in 9 quarters.
  • Macquarie Group's National Western Life Group, Inc. Class A position peaked at $6K in Q4 2020.
  • 98 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q3 2022.

Based on Macquarie Group's 13F filing for Q3 2022, filed 14 Nov 2022.