Berman Capital Advisors’s Norfolk Southern NSC Stock Holding History

Berman Capital Advisors’s Portfolio NSC Stock Details NSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$311K	Sell	1,303 -30	-2%	-$7.69K	0.05%	196
2021 Q2	$352K	Buy	1,333 +105	+9%	+$29K	0.06%	157
2021 Q1	$328K	Sell	1,228 -39	-3%	-$9.88K	0.07%	137
2020 Q4	$301K	Sell	1,267 -9	-0.7%	-$2.05K	0.07%	122
2020 Q3	$272K	Sell	1,276 -9	-0.7%	-$1.81K	0.08%	119
2020 Q2	$225K	Sell	1,285 -94	-7%	-$15.9K	0.06%	131
2020 Q1	$200K	Sell	1,379 -338	-20%	-$62.4K	0.06%	118
2019 Q4	$333K	Buy	1,717 +20	+1%	+$3.75K	0.1%	98
2019 Q3	$304K	Sell	1,697 -71	-4%	-$13.1K	0.09%	102
2019 Q2	$352K	Buy	1,768 +101	+6%	+$20K	0.11%	84
2019 Q1	$311K	Sell	1,667 -751	-31%	-$130K	0.1%	88
2018 Q4	$361K	Buy	+2,418	New	+$398K	0.14%	65

Other funds holding NSC

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Berman Capital Advisors's NSC Position: Q3 2021 in Review

Berman Capital Advisors reduced its Norfolk Southern (NSC) stake by 2.3% in Q3 2021, selling an estimated $7.69K and leaving 1,303 shares worth $311K. The position accounts for 0.05% of the portfolio, ranked #196.

Berman Capital Advisors first reported a position in NSC in Q4 2018 and has held it in 12 quarters since. The position peaked at $361K in Q4 2018. 1,490 funds tracked by Wall St. Rank hold NSC as of Q3 2021.

Berman Capital Advisors held 1,303 shares of Norfolk Southern worth $311K as of Q3 2021.
Berman Capital Advisors sold 30 Norfolk Southern shares in Q3 2021, an estimated $7.69K.
Norfolk Southern made up 0.05% of Berman Capital Advisors's portfolio in Q3 2021, its #196 holding.
Berman Capital Advisors first reported a position in Norfolk Southern in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Norfolk Southern position peaked at $361K in Q4 2018.
1,490 funds tracked by Wall St. Rank held Norfolk Southern as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.