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Buckingham Strategic Wealth’s Norfolk Southern NSC Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$370 Buy
+100
New +$23.2K ﹤0.01% 798

Other funds holding NSC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Buckingham Strategic Wealth's NSC Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Norfolk Southern (NSC) stake by 2.3% in Q2 2024, selling an estimated $525K and leaving 95,588 shares worth $20.5M. The position accounts for 0.21% of the portfolio, ranked #61.

Buckingham Strategic Wealth first reported a position in NSC in Q3 2017 and has held it in 28 quarters since. The position peaked at $24.9M in Q1 2024. 1,561 funds tracked by Wall St. Rank hold NSC as of Q2 2024.

  • Buckingham Strategic Wealth held 95,588 shares of Norfolk Southern worth $20.5M as of Q2 2024.
  • Buckingham Strategic Wealth sold 2,262 Norfolk Southern shares in Q2 2024, an estimated $525K.
  • Norfolk Southern made up 0.21% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #61 holding.
  • Buckingham Strategic Wealth first reported a position in Norfolk Southern in Q3 2017 and has held it in 28 quarters since.
  • Buckingham Strategic Wealth's Norfolk Southern position peaked at $24.9M in Q1 2024.
  • 1,561 funds tracked by Wall St. Rank held Norfolk Southern as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.