Panagora Asset Management’s National Western Life Group, Inc. Class A NWLI Stock Holding History

Panagora Asset 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
2021 Q3	–	Sell	-30	Closed	-$7K	–	2459
2021 Q2	$7K	Buy	+30	New	+$7.15K	﹤0.01%	2390
2020 Q4	–	Sell	-444	Closed	-$81K	–	2968
2020 Q3	$81K	Sell	444 -1,156	-72%	-$238K	﹤0.01%	1865
2020 Q2	$325K	Buy	+1,600	New	+$305K	﹤0.01%	1357
2017 Q3	–	Sell	-31	Closed	-$10K	–	2527
2017 Q2	$10K	Buy	+31	New	+$9.67K	﹤0.01%	2439
2015 Q4	–	Sell	-243	Closed	-$54K	–	2378
2015 Q3	$54K	Buy	+243	New	+$56.8K	﹤0.01%	1977

Other funds holding NWLI

MNBTD

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RAM

RK Asset Management Grosse Pointe Farms, Michigan $106M AUM 0.38% 1-Year Est. Return

Panagora Asset Management's NWLI Position: Q3 2021 in Review

Panagora Asset Management sold out of National Western Life Group, Inc. Class A (NWLI) in Q3 2021, closing a stake of 30 shares — an estimated $7K sold.

Panagora Asset Management first reported a position in NWLI in Q3 2015 and held it in 5 quarters. The position peaked at $325K in Q2 2020. 97 funds tracked by Wall St. Rank hold NWLI as of Q3 2021.

Panagora Asset Management reported no remaining National Western Life Group, Inc. Class A position as of Q3 2021 after selling out during the quarter.
Panagora Asset Management sold 30 National Western Life Group, Inc. Class A shares in Q3 2021, an estimated $7K.
Panagora Asset Management first reported a position in National Western Life Group, Inc. Class A in Q3 2015 and held it in 5 quarters.
Panagora Asset Management's National Western Life Group, Inc. Class A position peaked at $325K in Q2 2020.
97 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q3 2021.

Based on Panagora Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.