UBS Group’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 |
-1,410
| Closed | -$701K | – | 10480 |
|
|
2024
Q2 | $701K | Sell |
1,410
-1,418
| -50% | -$696K | ﹤0.01% | 4734 |
|
|
2024
Q1 | $1.39M | Sell |
2,828
-532
| -16% | -$258K | ﹤0.01% | 4308 |
|
|
2023
Q4 | $1.62M | Buy |
3,360
+2,720
| +425% | +$1.29M | ﹤0.01% | 4034 |
|
|
2023
Q3 | $280K | Sell |
640
-933
| -59% | -$410K | ﹤0.01% | 5114 |
|
|
2023
Q2 | $654K | Buy |
1,573
+627
| +66% | +$200K | ﹤0.01% | 4592 |
|
|
2023
Q1 | $230K | Sell |
946
-249
| -21% | -$64.9K | ﹤0.01% | 5280 |
|
|
2022
Q4 | $336K | Buy |
1,195
+898
| +302% | +$192K | ﹤0.01% | 5027 |
|
|
2022
Q3 | $51K | Buy |
297
+161
| +118% | +$31.3K | ﹤0.01% | 6343 |
|
|
2022
Q2 | $28K | Buy |
136
+4
| +3% | +$819 | ﹤0.01% | 6484 |
|
|
2022
Q1 | $28K | Sell |
132
-948
| -88% | -$202K | ﹤0.01% | 7079 |
|
|
2021
Q4 | $231K | Buy |
1,080
+1,065
| +7,100% | +$232K | ﹤0.01% | 5563 |
|
|
2021
Q3 | $3K | Buy |
+15
| New | +$3.26K | ﹤0.01% | 8862 |
|
|
2021
Q2 | – | Sell |
-718
| Closed | -$179K | – | 9952 |
|
|
2021
Q1 | $179K | Sell |
718
-77
| -10% | -$16.5K | ﹤0.01% | 5567 |
|
|
2020
Q4 | $164K | Sell |
795
-112
| -12% | -$21.7K | ﹤0.01% | 5360 |
|
|
2020
Q3 | $166K | Sell |
907
-893
| -50% | -$183K | ﹤0.01% | 4908 |
|
|
2020
Q2 | $366K | Sell |
1,800
-370
| -17% | -$70.5K | ﹤0.01% | 4376 |
|
|
2020
Q1 | $373K | Sell |
2,170
-1,152
| -35% | -$282K | ﹤0.01% | 4222 |
|
|
2019
Q4 | $966K | Buy |
3,322
+831
| +33% | +$223K | ﹤0.01% | 4251 |
|
|
2019
Q3 | $669K | Buy |
2,491
+1,616
| +185% | +$425K | ﹤0.01% | 4310 |
|
|
2019
Q2 | $224K | Buy |
875
+545
| +165% | +$145K | ﹤0.01% | 4853 |
|
|
2019
Q1 | $87K | Sell |
330
-1,078
| -77% | -$316K | ﹤0.01% | 5172 |
|
|
2018
Q4 | $424K | Sell |
1,408
-66
| -4% | -$19.3K | ﹤0.01% | 4389 |
|
|
2018
Q3 | $470K | Buy |
1,474
+263
| +22% | +$84.5K | ﹤0.01% | 4454 |
|
|
2018
Q2 | $372K | Buy |
1,211
+603
| +99% | +$188K | ﹤0.01% | 4534 |
|
|
2018
Q1 | $185K | Sell |
608
-340
| -36% | -$108K | ﹤0.01% | 4835 |
|
|
2017
Q4 | $314K | Sell |
948
-1,430
| -60% | -$499K | ﹤0.01% | 4606 |
|
|
2017
Q3 | $830K | Buy |
2,378
+519
| +28% | +$174K | ﹤0.01% | 3847 |
|
|
2017
Q2 | $594K | Buy |
1,859
+925
| +99% | +$288K | ﹤0.01% | 4003 |
|
|
2017
Q1 | $284K | Sell |
934
-396
| -30% | -$123K | ﹤0.01% | 4430 |
|
|
2016
Q4 | $414K | Buy |
1,330
+1,121
| +536% | +$282K | ﹤0.01% | 4261 |
|
|
2016
Q3 | $43K | Buy |
209
+5
| +2% | +$984 | ﹤0.01% | 5641 |
|
|
2016
Q2 | $40K | Sell |
204
-9
| -4% | -$1.92K | ﹤0.01% | 5690 |
|
|
2016
Q1 | $49K | Sell |
213
-21
| -9% | -$4.64K | ﹤0.01% | 5531 |
|
|
2015
Q4 | $59K | Buy |
+234
| New | +$59.6K | ﹤0.01% | 5684 |
|
Other funds holding NWLI
UBS Group's NWLI Position: Q3 2024 in Review
UBS Group sold out of National Western Life Group, Inc. Class A (NWLI) in Q3 2024, closing a stake of 1,410 shares — an estimated $701K sold.
UBS Group first reported a position in NWLI in Q4 2015 and held it in 34 quarters. The position peaked at $1.62M in Q4 2023. 1 fund tracked by Wall St. Rank holds NWLI as of Q3 2024.
- UBS Group reported no remaining National Western Life Group, Inc. Class A position as of Q3 2024 after selling out during the quarter.
- UBS Group sold 1,410 National Western Life Group, Inc. Class A shares in Q3 2024, an estimated $701K.
- UBS Group first reported a position in National Western Life Group, Inc. Class A in Q4 2015 and held it in 34 quarters.
- UBS Group's National Western Life Group, Inc. Class A position peaked at $1.62M in Q4 2023.
- 1 fund tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q3 2024.
Based on UBS Group's 13F filing for Q3 2024, filed 14 Nov 2024.