VOYA Investment Management’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 |
-713
| Closed | -$354K | – | 2871 |
|
|
2024
Q2 | $354K | Sell |
713
-23
| -3% | -$11.3K | ﹤0.01% | 2181 |
|
|
2024
Q1 | $362K | Sell |
736
-184
| -20% | -$89.2K | ﹤0.01% | 2162 |
|
|
2023
Q4 | $444K | Sell |
920
-19
| -2% | -$9.04K | ﹤0.01% | 2136 |
|
|
2023
Q3 | $411K | Sell |
939
-10
| -1% | -$4.39K | ﹤0.01% | 2142 |
|
|
2023
Q2 | $394K | Buy |
949
+41
| +5% | +$13.1K | ﹤0.01% | 2213 |
|
|
2023
Q1 | $220K | Hold |
908
| – | – | ﹤0.01% | 2483 |
|
|
2022
Q4 | $255K | Buy |
+908
| New | +$194K | ﹤0.01% | 2436 |
|
|
2022
Q2 | – | Sell |
-1,006
| Closed | -$212K | – | 2921 |
|
|
2022
Q1 | $212K | Sell |
1,006
-41
| -4% | -$8.75K | ﹤0.01% | 2338 |
|
|
2021
Q4 | $225K | Sell |
1,047
-34
| -3% | -$7.4K | ﹤0.01% | 2443 |
|
|
2021
Q3 | $228K | Hold |
1,081
| – | – | ﹤0.01% | 2494 |
|
|
2021
Q2 | $243K | Sell |
1,081
-63
| -6% | -$15K | ﹤0.01% | 2490 |
|
|
2021
Q1 | $285K | Buy |
1,144
+32
| +3% | +$6.87K | ﹤0.01% | 2341 |
|
|
2020
Q4 | $230K | Buy |
+1,112
| New | +$216K | ﹤0.01% | 2357 |
|
|
2020
Q2 | – | Sell |
-1,217
| Closed | -$209K | – | 2646 |
|
|
2020
Q1 | $209K | Buy |
1,217
+67
| +6% | +$16.4K | ﹤0.01% | 2113 |
|
|
2019
Q4 | $335K | Buy |
1,150
+199
| +21% | +$53.3K | ﹤0.01% | 2117 |
|
|
2019
Q3 | $255K | Sell |
951
-39
| -4% | -$10.3K | ﹤0.01% | 2131 |
|
|
2019
Q2 | $254K | Hold |
990
| – | – | ﹤0.01% | 2162 |
|
|
2019
Q1 | $260K | Sell |
990
-93
| -9% | -$27.3K | ﹤0.01% | 2131 |
|
|
2018
Q4 | $326K | Sell |
1,083
-104
| -9% | -$30.4K | ﹤0.01% | 1974 |
|
|
2018
Q3 | $379K | Hold |
1,187
| – | – | ﹤0.01% | 2006 |
|
|
2018
Q2 | $365K | Sell |
1,187
-89
| -7% | -$27.8K | ﹤0.01% | 2032 |
|
|
2018
Q1 | $389K | Hold |
1,276
| – | – | ﹤0.01% | 1955 |
|
|
2017
Q4 | $422K | Sell |
1,276
-217
| -15% | -$75.8K | ﹤0.01% | 1952 |
|
|
2017
Q3 | $521K | Sell |
1,493
-42
| -3% | -$14.1K | ﹤0.01% | 1849 |
|
|
2017
Q2 | $491K | Buy |
1,535
+103
| +7% | +$32.1K | ﹤0.01% | 1843 |
|
|
2017
Q1 | $436K | Hold |
1,432
| – | – | ﹤0.01% | 1802 |
|
|
2016
Q4 | $445K | Hold |
1,432
| – | – | ﹤0.01% | 1815 |
|
|
2016
Q3 | $294 | Hold |
1,432
| – | – | ﹤0.01% | 2047 |
|
|
2016
Q2 | $280K | Hold |
1,432
| – | – | ﹤0.01% | 2064 |
|
|
2016
Q1 | $330K | Hold |
1,432
| – | – | ﹤0.01% | 1945 |
|
|
2015
Q4 | $361K | Buy |
+1,432
| New | +$365K | ﹤0.01% | 1940 |
|
Other funds holding NWLI
VOYA Investment Management's NWLI Position: Q3 2024 in Review
VOYA Investment Management sold out of National Western Life Group, Inc. Class A (NWLI) in Q3 2024, closing a stake of 713 shares — an estimated $354K sold.
VOYA Investment Management first reported a position in NWLI in Q4 2015 and held it in 31 quarters. The position peaked at $521K in Q3 2017. 1 fund tracked by Wall St. Rank holds NWLI as of Q3 2024.
- VOYA Investment Management reported no remaining National Western Life Group, Inc. Class A position as of Q3 2024 after selling out during the quarter.
- VOYA Investment Management sold 713 National Western Life Group, Inc. Class A shares in Q3 2024, an estimated $354K.
- VOYA Investment Management first reported a position in National Western Life Group, Inc. Class A in Q4 2015 and held it in 31 quarters.
- VOYA Investment Management's National Western Life Group, Inc. Class A position peaked at $521K in Q3 2017.
- 1 fund tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q3 2024.
Based on VOYA Investment Management's 13F filing for Q3 2024, filed 14 Nov 2024.