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

Stone Ridge 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
2018 Q4	–	Sell	-1,568	Closed	-$501K	–	1364
2018 Q3	$501K	Sell	1,568 -500	-24%	-$161K	0.03%	846
2018 Q2	$635K	Hold	2,068	–	–	0.04%	659
2018 Q1	$630K	Hold	2,068	–	–	0.04%	645
2017 Q4	$685K	Buy	+2,068	New	+$722K	0.04%	607

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

TBC

Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

RAM

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

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Stone Ridge Asset Management's NWLI Position: Q4 2018 in Review

Stone Ridge Asset Management sold out of National Western Life Group, Inc. Class A (NWLI) in Q4 2018, closing a stake of 1,568 shares — an estimated $501K sold.

Stone Ridge Asset Management first reported a position in NWLI in Q4 2017 and held it in 4 quarters. The position peaked at $685K in Q4 2017. 113 funds tracked by Wall St. Rank hold NWLI as of Q4 2018.

Stone Ridge Asset Management reported no remaining National Western Life Group, Inc. Class A position as of Q4 2018 after selling out during the quarter.
Stone Ridge Asset Management sold 1,568 National Western Life Group, Inc. Class A shares in Q4 2018, an estimated $501K.
Stone Ridge Asset Management first reported a position in National Western Life Group, Inc. Class A in Q4 2017 and held it in 4 quarters.
Stone Ridge Asset Management's National Western Life Group, Inc. Class A position peaked at $685K in Q4 2017.
113 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q4 2018.

Based on Stone Ridge Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.