Winton Group’s National Western Life Group, Inc. Class A NWLI Stock Holding History

Winton Group’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
2023 Q4	–	Sell	-759	Closed	-$332K	–	883
2023 Q3	$332K	Buy	+759	New	+$334K	0.03%	513
2019 Q4	–	Sell	-936	Closed	-$251K	–	1807
2019 Q3	$251K	Sell	936 -1,361	-59%	-$358K	﹤0.01%	1336
2019 Q2	$590K	Buy	+2,297	New	+$611K	0.01%	607

Other funds holding NWLI

MNBTD

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

Winton Group's NWLI Position: Q4 2023 in Review

Winton Group sold out of National Western Life Group, Inc. Class A (NWLI) in Q4 2023, closing a stake of 759 shares — an estimated $332K sold.

Winton Group first reported a position in NWLI in Q2 2019 and held it in 3 quarters. The position peaked at $590K in Q2 2019. 152 funds tracked by Wall St. Rank hold NWLI as of Q4 2023.

Winton Group reported no remaining National Western Life Group, Inc. Class A position as of Q4 2023 after selling out during the quarter.
Winton Group sold 759 National Western Life Group, Inc. Class A shares in Q4 2023, an estimated $332K.
Winton Group first reported a position in National Western Life Group, Inc. Class A in Q2 2019 and held it in 3 quarters.
Winton Group's National Western Life Group, Inc. Class A position peaked at $590K in Q2 2019.
152 funds tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q4 2023.

Based on Winton Group's 13F filing for Q4 2023, filed 12 Feb 2024.