Fernwood Investment Management’s Norfolk Southern NSC Stock Holding History

Fernwood Investment 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
2024 Q4	$235K	Hold	1,000	–	–	0.08%	150
2024 Q3	$249K	Hold	1,000	–	–	0.08%	163
2024 Q2	$215K	Hold	1,000	–	–	0.07%	185
2024 Q1	$255K	Hold	1,000	–	–	0.07%	177
2023 Q4	$236K	Buy	+1,000	New	+$210K	0.08%	172
2023 Q3	–	Sell	-1,000	Closed	-$227K	–	193
2023 Q2	$227K	Hold	1,000	–	–	0.08%	166
2023 Q1	$212K	Hold	1,000	–	–	0.08%	167
2022 Q4	$246K	Hold	1,000	–	–	0.1%	157
2022 Q3	$210K	Hold	1,000	–	–	0.09%	169
2022 Q2	$227K	Hold	1,000	–	–	0.1%	164
2022 Q1	$285K	Hold	1,000	–	–	0.1%	159
2021 Q4	$298K	Hold	1,000	–	–	0.1%	162
2021 Q3	$239K	Hold	1,000	–	–	0.08%	175
2021 Q2	$265K	Hold	1,000	–	–	0.09%	164
2021 Q1	$269K	Hold	1,000	–	–	0.1%	161
2020 Q4	$238K	Hold	1,000	–	–	0.09%	166
2020 Q3	$214K	Buy	+1,000	New	+$201K	0.1%	154
2019 Q4	–	Sell	-1,125	Closed	-$202K	–	178
2019 Q3	$202K	Buy	+1,125	New	+$207K	0.1%	173

Other funds holding NSC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fernwood Investment Management's NSC Position: Q4 2024 in Review

Fernwood Investment Management held its Norfolk Southern (NSC) position steady in Q4 2024 at 1,000 shares worth $235K. The position accounts for 0.08% of the portfolio, ranked #150.

Fernwood Investment Management first reported a position in NSC in Q3 2019 and has held it in 18 quarters since. The position peaked at $298K in Q4 2021. 1,685 funds tracked by Wall St. Rank hold NSC as of Q4 2024.

Fernwood Investment Management held 1,000 shares of Norfolk Southern worth $235K as of Q4 2024.
Fernwood Investment Management left its Norfolk Southern share count unchanged in Q4 2024.
Norfolk Southern made up 0.08% of Fernwood Investment Management's portfolio in Q4 2024, its #150 holding.
Fernwood Investment Management first reported a position in Norfolk Southern in Q3 2019 and has held it in 18 quarters since.
Fernwood Investment Management's Norfolk Southern position peaked at $298K in Q4 2021.
1,685 funds tracked by Wall St. Rank held Norfolk Southern as of Q4 2024.

Based on Fernwood Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.