Schroder Investment Management Group
NWLI

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

Schroder Investment Management 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
Q1 		– Sell
-1,392
Closed -$299K – 1625
2021
Q4 		$299K Sell
1,392
-800
-36% -$174K ﹤0.01% 1186
2021
Q3 		$462K Sell
2,192
-1,930
-47% -$419K ﹤0.01% 1214
2021
Q2 		$925K Sell
4,122
-1,412
-26% -$337K ﹤0.01% 1150
2021
Q1 		$1.38M Sell
5,534
-200
-3% -$42.9K ﹤0.01% 1083
2020
Q4 		$1.18M Sell
5,734
-1,009
-15% -$196K ﹤0.01% 1096
2020
Q3 		$1.36M Sell
6,743
-670
-9% -$138K ﹤0.01% 958
2020
Q2 		$1.51M Sell
7,413
-1,412
-16% -$269K ﹤0.01% 856
2020
Q1 		$1.52M Sell
8,825
-4,200
-32% -$1.03M ﹤0.01% 840
2019
Q4 		$3.79M Sell
13,025
-14,631
-53% -$3.92M 0.01% 790
2019
Q3 		$7.54M Sell
27,656
-31,892
-54% -$8.39M 0.01% 678
2019
Q2 		$15.3M Buy
59,548
+28,179
+90% +$7.5M 0.01% 643
2019
Q1 		$8.23M Sell
31,369
-1,201
-4% -$352K 0.01% 614
2018
Q4 		$9.79M Sell
32,570
-7,000
-18% -$2.05M 0.02% 558
2018
Q3 		$12.6M Sell
39,570
-18,991
-32% -$6.1M 0.02% 554
2018
Q2 		$17.9M Sell
58,561
-900
-2% -$281K 0.03% 496
2018
Q1 		$18.1M Sell
59,461
-3,100
-5% -$987K 0.03% 476
2017
Q4 		$20.7M Buy
62,561
+6,062
+11% +$2.12M 0.03% 495
2017
Q3 		$19.7M Sell
56,499
-711
-1% -$239K 0.03% 488
2017
Q2 		$18.3M Sell
57,210
-1,643
-3% -$512K 0.03% 492
2017
Q1 		$18M Buy
58,853
+1,644
+3% +$509K 0.03% 499
2016
Q4 		$17.8M Buy
57,209
+1,095
+2% +$275K 0.03% 520
2016
Q3 		$11.5M Buy
56,114
+100
+0.2% +$19.7K 0.02% 594
2016
Q2 		$10.9M Sell
56,014
-1,700
-3% -$363K 0.02% 603
2016
Q1 		$12.9M Sell
57,714
-3,300
-5% -$729K 0.03% 555
2015
Q4 		$15.4M Buy
+61,014
New +$15.5M 0.03% 533

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 $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RAM
RK Asset Management Grosse Pointe Farms, Michigan $106M AUM 0.38% 1-Year Est. Return

Schroder Investment Management Group's NWLI Position: Q1 2022 in Review

Schroder Investment Management Group sold out of National Western Life Group, Inc. Class A (NWLI) in Q1 2022, closing a stake of 1,392 shares — an estimated $299K sold.

Schroder Investment Management Group first reported a position in NWLI in Q4 2015 and held it in 25 quarters. The position peaked at $20.7M in Q4 2017. 102 funds tracked by Wall St. Rank hold NWLI as of Q1 2022.

  • Schroder Investment Management Group reported no remaining National Western Life Group, Inc. Class A position as of Q1 2022 after selling out during the quarter.
  • Schroder Investment Management Group sold 1,392 National Western Life Group, Inc. Class A shares in Q1 2022, an estimated $299K.
  • Schroder Investment Management Group first reported a position in National Western Life Group, Inc. Class A in Q4 2015 and held it in 25 quarters.
  • Schroder Investment Management Group's National Western Life Group, Inc. Class A position peaked at $20.7M in Q4 2017.
  • 102 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q1 2022.

Based on Schroder Investment Management Group's 13F filing for Q1 2022, filed 16 May 2022.