SGI
NWLI

Summit Global Investments’s National Western Life Group, Inc. Class A NWLI Stock Holding History

Summit Global Investments’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
Q3 		– Sell
-1,200
Closed -$243K – 510
2022
Q2 		$243K Buy
+1,200
New +$246K 0.02% 428

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Summit Global Investments's NWLI Position: Q3 2022 in Review

Summit Global Investments sold out of National Western Life Group, Inc. Class A (NWLI) in Q3 2022, closing a stake of 1,200 shares — an estimated $243K sold.

Summit Global Investments first reported a position in NWLI in Q2 2022 and held it in 1 quarter. The position peaked at $243K in Q2 2022. 98 funds tracked by Wall St. Rank hold NWLI as of Q3 2022.

  • Summit Global Investments reported no remaining National Western Life Group, Inc. Class A position as of Q3 2022 after selling out during the quarter.
  • Summit Global Investments sold 1,200 National Western Life Group, Inc. Class A shares in Q3 2022, an estimated $243K.
  • Summit Global Investments first reported a position in National Western Life Group, Inc. Class A in Q2 2022 and held it in 1 quarter.
  • Summit Global Investments's National Western Life Group, Inc. Class A position peaked at $243K in Q2 2022.
  • 98 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q3 2022.

Based on Summit Global Investments's 13F filing for Q3 2022, filed 14 Nov 2022.