Carl Stuart Investment Advisor’s Norfolk Southern NSC Stock Holding History

Carl Stuart Investment Advisor’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 Q1	–	Sell	-971	Closed	-$230K	–	25
2023 Q4	$230K	Buy	+971	New	+$203K	0.15%	27
2023 Q3	–	Sell	-971	Closed	-$220K	–	24
2023 Q2	$220K	Buy	+971	New	+$206K	0.17%	22
2023 Q1	–	Sell	-971	Closed	-$239K	–	50
2022 Q4	$239K	Hold	971	–	–	0.22%	20
2022 Q3	$215K	Hold	971	–	–	0.19%	21
2022 Q2	$222K	Hold	971	–	–	0.19%	21
2022 Q1	$2.77M	Hold	971	–	–	0.2%	18
2021 Q4	$289K	Buy	+971	New	+$271K	0.21%	21

Other funds holding NSC

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

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

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Carl Stuart Investment Advisor's NSC Position: Q1 2024 in Review

Carl Stuart Investment Advisor sold out of Norfolk Southern (NSC) in Q1 2024, closing a stake of 971 shares — an estimated $230K sold.

Carl Stuart Investment Advisor first reported a position in NSC in Q4 2021 and held it in 7 quarters. The position peaked at $2.77M in Q1 2022. 1,627 funds tracked by Wall St. Rank hold NSC as of Q1 2024.

Carl Stuart Investment Advisor reported no remaining Norfolk Southern position as of Q1 2024 after selling out during the quarter.
Carl Stuart Investment Advisor sold 971 Norfolk Southern shares in Q1 2024, an estimated $230K.
Carl Stuart Investment Advisor first reported a position in Norfolk Southern in Q4 2021 and held it in 7 quarters.
Carl Stuart Investment Advisor's Norfolk Southern position peaked at $2.77M in Q1 2022.
1,627 funds tracked by Wall St. Rank held Norfolk Southern as of Q1 2024.

Based on Carl Stuart Investment Advisor's 13F filing for Q1 2024, filed 24 Apr 2024.