SOW
NWLI

State of Wyoming’s National Western Life Group, Inc. Class A NWLI Stock Holding History

State of Wyoming’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
2023
Q4 		– Sell
-457
Closed -$200K – 1858
2023
Q3 		$200K Sell
457
-604
-57% -$265K 0.04% 463
2023
Q2 		$441K Buy
1,061
+349
+49% +$111K 0.13% 80
2023
Q1 		$173K Sell
712
-60
-8% -$15.6K 0.06% 435
2022
Q4 		$217K Buy
772
+125
+19% +$26.7K 0.07% 276
2022
Q3 		$111K Buy
647
+239
+59% +$46.5K 0.05% 541
2022
Q2 		$83K Buy
+408
New +$83.5K 0.05% 625

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 $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.6% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

State of Wyoming's NWLI Position: Q4 2023 in Review

State of Wyoming sold out of National Western Life Group, Inc. Class A (NWLI) in Q4 2023, closing a stake of 457 shares — an estimated $200K sold.

State of Wyoming first reported a position in NWLI in Q2 2022 and held it in 6 quarters. The position peaked at $441K in Q2 2023. 152 funds tracked by Wall St. Rank hold NWLI as of Q4 2023.

  • State of Wyoming reported no remaining National Western Life Group, Inc. Class A position as of Q4 2023 after selling out during the quarter.
  • State of Wyoming sold 457 National Western Life Group, Inc. Class A shares in Q4 2023, an estimated $200K.
  • State of Wyoming first reported a position in National Western Life Group, Inc. Class A in Q2 2022 and held it in 6 quarters.
  • State of Wyoming's National Western Life Group, Inc. Class A position peaked at $441K in Q2 2023.
  • 152 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q4 2023.

Based on State of Wyoming's 13F filing for Q4 2023, filed 15 Feb 2024.