New York Life Investment Management’s National Western Life Group, Inc. Class A NWLI Stock Holding History

New York Life Investment 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
2024 Q3	–	Sell	-3,004	Closed	-$1.49M	–	891
2024 Q2	$1.49M	Buy	3,004 +168	+6%	+$82.4K	0.02%	612
2024 Q1	$1.4M	Sell	2,836 -2,067	-42%	-$1M	0.01%	614
2023 Q4	$2.37M	Buy	4,903 +3,438	+235%	+$1.64M	0.02%	510
2023 Q3	$641K	Sell	1,465 -222	-13%	-$97.6K	0.01%	721
2023 Q2	$701K	Sell	1,687 -281	-14%	-$89.5K	0.01%	623
2023 Q1	$477K	Buy	+1,968	New	+$513K	0.01%	955

Other funds holding NWLI

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

New York Life Investment Management's NWLI Position: Q3 2024 in Review

New York Life Investment Management sold out of National Western Life Group, Inc. Class A (NWLI) in Q3 2024, closing a stake of 3,004 shares — an estimated $1.49M sold.

New York Life Investment Management first reported a position in NWLI in Q1 2023 and held it in 6 quarters. The position peaked at $2.37M in Q4 2023. 1 fund tracked by Wall St. Rank holds NWLI as of Q3 2024.

New York Life Investment Management reported no remaining National Western Life Group, Inc. Class A position as of Q3 2024 after selling out during the quarter.
New York Life Investment Management sold 3,004 National Western Life Group, Inc. Class A shares in Q3 2024, an estimated $1.49M.
New York Life Investment Management first reported a position in National Western Life Group, Inc. Class A in Q1 2023 and held it in 6 quarters.
New York Life Investment Management's National Western Life Group, Inc. Class A position peaked at $2.37M in Q4 2023.
1 fund tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q3 2024.

Based on New York Life Investment Management's 13F filing for Q3 2024, filed 7 Nov 2024.