Connecticut Wealth Management’s Norfolk Southern NSC Stock Holding History

Connecticut Wealth Management’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
2020 Q4	–	Sell	-1,228	Closed	-$263K	–	206
2020 Q3	$263K	Sell	1,228 -69	-5%	-$13.9K	0.03%	171
2020 Q2	$228K	Buy	+1,297	New	+$220K	0.03%	132
2020 Q1	–	Sell	-1,792	Closed	-$348K	–	152
2019 Q4	$348K	Buy	1,792 +251	+16%	+$47.1K	0.04%	129
2019 Q3	$277K	Hold	1,541	–	–	0.03%	132
2019 Q2	$307K	Buy	+1,541	New	+$306K	0.04%	125

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Connecticut Wealth Management's NSC Position: Q4 2020 in Review

Connecticut Wealth Management sold out of Norfolk Southern (NSC) in Q4 2020, closing a stake of 1,228 shares — an estimated $263K sold.

Connecticut Wealth Management first reported a position in NSC in Q2 2019 and held it in 5 quarters. The position peaked at $348K in Q4 2019. 1,453 funds tracked by Wall St. Rank hold NSC as of Q4 2020.

Connecticut Wealth Management reported no remaining Norfolk Southern position as of Q4 2020 after selling out during the quarter.
Connecticut Wealth Management sold 1,228 Norfolk Southern shares in Q4 2020, an estimated $263K.
Connecticut Wealth Management first reported a position in Norfolk Southern in Q2 2019 and held it in 5 quarters.
Connecticut Wealth Management's Norfolk Southern position peaked at $348K in Q4 2019.
1,453 funds tracked by Wall St. Rank held Norfolk Southern as of Q4 2020.

Based on Connecticut Wealth Management's 13F filing for Q4 2020, filed 29 Jan 2021.