UBS AM’s National Western Life Group, Inc. Class A NWLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,175
| Closed | -$5.06M | – | 2892 |
|
|
2024
Q2 | $5.06M | Buy |
10,175
+6,673
| +191% | +$3.27M | ﹤0.01% | 1477 |
|
|
2024
Q1 | $1.72M | Hold |
3,502
| – | – | ﹤0.01% | 1761 |
|
|
2023
Q4 | $1.69M | Buy |
3,502
+1,174
| +50% | +$558K | ﹤0.01% | 1774 |
|
|
2023
Q3 | $1.02M | Buy |
2,328
+691
| +42% | +$304K | ﹤0.01% | 1951 |
|
|
2023
Q2 | $397K | Hold |
1,637
| – | – | ﹤0.01% | 2394 |
|
|
2023
Q1 | $397K | Hold |
1,637
| – | – | ﹤0.01% | 2394 |
|
|
2022
Q4 | $460K | Hold |
1,637
| – | – | ﹤0.01% | 2203 |
|
|
2022
Q3 | $280K | Sell |
1,637
-328
| -17% | -$63.9K | ﹤0.01% | 2513 |
|
|
2022
Q2 | $398K | Hold |
1,965
| – | – | ﹤0.01% | 2384 |
|
|
2022
Q1 | $413K | Buy |
+1,965
| New | +$420K | ﹤0.01% | 2521 |
|
|
2021
Q2 | – | Sell |
-1,190
| Closed | -$296K | – | 2785 |
|
|
2021
Q1 | $296K | Hold |
1,190
| – | – | ﹤0.01% | 2489 |
|
|
2020
Q4 | $246K | Hold |
1,190
| – | – | ﹤0.01% | 2459 |
|
|
2020
Q3 | $217K | Buy |
+1,190
| New | +$244K | ﹤0.01% | 2389 |
|
|
2020
Q1 | – | Sell |
-877
| Closed | -$255K | – | 2536 |
|
|
2019
Q4 | $255K | Buy |
+877
| New | +$235K | ﹤0.01% | 2409 |
|
Other funds holding NWLI
UBS AM's NWLI Position: Q3 2024 in Review
UBS AM sold out of National Western Life Group, Inc. Class A (NWLI) in Q3 2024, closing a stake of 10,175 shares — an estimated $5.06M sold.
UBS AM first reported a position in NWLI in Q4 2019 and held it in 14 quarters. The position peaked at $5.06M in Q2 2024. 1 fund tracked by Wall St. Rank holds NWLI as of Q3 2024.
- UBS AM reported no remaining National Western Life Group, Inc. Class A position as of Q3 2024 after selling out during the quarter.
- UBS AM sold 10,175 National Western Life Group, Inc. Class A shares in Q3 2024, an estimated $5.06M.
- UBS AM first reported a position in National Western Life Group, Inc. Class A in Q4 2019 and held it in 14 quarters.
- UBS AM's National Western Life Group, Inc. Class A position peaked at $5.06M in Q2 2024.
- 1 fund tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q3 2024.
Based on UBS AM's 13F filing for Q3 2024, filed 14 Nov 2024.