Westchester Capital Management (New York)’s National Western Life Group, Inc. Class A NWLI Stock Holding History

Westchester Capital Management (New York)’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
2024 Q3	–	Sell	-44,642	Closed	-$22.2M	–	251
2024 Q2	$22.2M	Buy	44,642 +4,936	+12%	+$2.42M	0.83%	28
2024 Q1	$19.5M	Buy	39,706 +23,899	+151%	+$11.6M	0.72%	24
2023 Q4	$7.64M	Buy	+15,807	New	+$7.52M	0.27%	59

Other funds holding NWLI

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Westchester Capital Management (New York)'s NWLI Position: Q3 2024 in Review

Westchester Capital Management (New York) sold out of National Western Life Group, Inc. Class A (NWLI) in Q3 2024, closing a stake of 44,642 shares — an estimated $22.2M sold.

Westchester Capital Management (New York) first reported a position in NWLI in Q4 2023 and held it in 3 quarters. The position peaked at $22.2M in Q2 2024. 1 fund tracked by Wall St. Rank holds NWLI as of Q3 2024.

Westchester Capital Management (New York) reported no remaining National Western Life Group, Inc. Class A position as of Q3 2024 after selling out during the quarter.
Westchester Capital Management (New York) sold 44,642 National Western Life Group, Inc. Class A shares in Q3 2024, an estimated $22.2M.
Westchester Capital Management (New York) first reported a position in National Western Life Group, Inc. Class A in Q4 2023 and held it in 3 quarters.
Westchester Capital Management (New York)'s National Western Life Group, Inc. Class A position peaked at $22.2M in Q2 2024.
1 fund tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q3 2024.

Based on Westchester Capital Management (New York)'s 13F filing for Q3 2024, filed 14 Nov 2024.