FormulaFolio Investments’s Norfolk Southern NSC Stock Holding History

FormulaFolio Investments’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 Q1	–	Sell	-3,052	Closed	-$725K	–	688
2020 Q4	$725K	Buy	3,052 +1,023	+50%	+$233K	0.02%	378
2020 Q3	$434K	Buy	2,029 +90	+5%	+$18.1K	0.02%	210
2020 Q2	$341K	Sell	1,939 -133	-6%	-$22.5K	0.01%	224
2020 Q1	$303K	Buy	2,072 +219	+12%	+$40.4K	0.02%	218
2019 Q4	$360K	Sell	1,853 -110	-6%	-$20.6K	0.01%	277
2019 Q3	$353K	Buy	1,963 +5	+0.3%	+$920	0.01%	256
2019 Q2	$390K	Buy	+1,958	New	+$388K	0.02%	229
2018 Q3	–	Sell	-2,072	Closed	-$313K	–	328
2018 Q2	$313K	Sell	2,072 -4,402	-68%	-$643K	0.02%	247
2018 Q1	$879K	Buy	+6,474	New	+$931K	0.05%	116

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

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

FormulaFolio Investments's NSC Position: Q1 2021 in Review

FormulaFolio Investments sold out of Norfolk Southern (NSC) in Q1 2021, closing a stake of 3,052 shares — an estimated $725K sold.

FormulaFolio Investments first reported a position in NSC in Q1 2018 and held it in 9 quarters. The position peaked at $879K in Q1 2018. 1,512 funds tracked by Wall St. Rank hold NSC as of Q1 2021.

FormulaFolio Investments reported no remaining Norfolk Southern position as of Q1 2021 after selling out during the quarter.
FormulaFolio Investments sold 3,052 Norfolk Southern shares in Q1 2021, an estimated $725K.
FormulaFolio Investments first reported a position in Norfolk Southern in Q1 2018 and held it in 9 quarters.
FormulaFolio Investments's Norfolk Southern position peaked at $879K in Q1 2018.
1,512 funds tracked by Wall St. Rank held Norfolk Southern as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.