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

PenderFund Capital 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	-1,100	Closed	-$748K	–	171
2024 Q2	$748K	Sell	1,100 -700	-39%	-$343K	0.21%	41
2024 Q1	$1.2M	Hold	1,800	–	–	0.32%	37
2023 Q4	$1.15M	Buy	+1,800	New	+$856K	0.38%	30

Other funds holding NWLI

MNBTD

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

PenderFund Capital Management's NWLI Position: Q3 2024 in Review

PenderFund Capital Management sold out of National Western Life Group, Inc. Class A (NWLI) in Q3 2024, closing a stake of 1,100 shares — an estimated $748K sold.

PenderFund Capital Management first reported a position in NWLI in Q4 2023 and held it in 3 quarters. The position peaked at $1.2M in Q1 2024. 1 fund tracked by Wall St. Rank holds NWLI as of Q3 2024.

PenderFund Capital Management reported no remaining National Western Life Group, Inc. Class A position as of Q3 2024 after selling out during the quarter.
PenderFund Capital Management sold 1,100 National Western Life Group, Inc. Class A shares in Q3 2024, an estimated $748K.
PenderFund Capital Management first reported a position in National Western Life Group, Inc. Class A in Q4 2023 and held it in 3 quarters.
PenderFund Capital Management's National Western Life Group, Inc. Class A position peaked at $1.2M in Q1 2024.
1 fund tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q3 2024.

Based on PenderFund Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.