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

Neuberger Berman 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
2020 Q3	–	Sell	-3,200	Closed	-$650K	–	1679
2020 Q2	$650K	Hold	3,200	–	–	﹤0.01%	1228
2020 Q1	$550K	Sell	3,200 -75	-2%	-$18.4K	﹤0.01%	1224
2019 Q4	$953K	Hold	3,275	–	–	﹤0.01%	1168
2019 Q3	$879K	Buy	3,275 +75	+2%	+$19.7K	﹤0.01%	1176
2019 Q2	$822K	Hold	3,200	–	–	﹤0.01%	1196
2019 Q1	$840K	Buy	+3,200	New	+$939K	﹤0.01%	1157
2018 Q4	–	Sell	-3,200	Closed	-$1.02M	–	1675
2018 Q3	$1.02M	Hold	3,200	–	–	﹤0.01%	1189
2018 Q2	$983K	Hold	3,200	–	–	﹤0.01%	1237
2018 Q1	$976K	Hold	3,200	–	–	﹤0.01%	1187
2017 Q4	$1.06M	Buy	+3,200	New	+$1.12M	﹤0.01%	1186

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TBC

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

Neuberger Berman Group's NWLI Position: Q3 2020 in Review

Neuberger Berman Group sold out of National Western Life Group, Inc. Class A (NWLI) in Q3 2020, closing a stake of 3,200 shares — an estimated $650K sold.

Neuberger Berman Group first reported a position in NWLI in Q4 2017 and held it in 10 quarters. The position peaked at $1.06M in Q4 2017. 98 funds tracked by Wall St. Rank hold NWLI as of Q3 2020.

Neuberger Berman Group reported no remaining National Western Life Group, Inc. Class A position as of Q3 2020 after selling out during the quarter.
Neuberger Berman Group sold 3,200 National Western Life Group, Inc. Class A shares in Q3 2020, an estimated $650K.
Neuberger Berman Group first reported a position in National Western Life Group, Inc. Class A in Q4 2017 and held it in 10 quarters.
Neuberger Berman Group's National Western Life Group, Inc. Class A position peaked at $1.06M in Q4 2017.
98 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q3 2020.

Based on Neuberger Berman Group's 13F filing for Q3 2020, filed 12 Nov 2020.