Kaizen Advisory’s Norfolk Southern NSC Stock Holding History

Kaizen Advisory’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
2018 Q4	$844K	Sell	5,644 -873	-13%	-$144K	0.59%	28
2018 Q3	$1.18M	Buy	6,517 +5,853	+881%	+$1,000K	0.61%	16
2018 Q2	$100K	Buy	664 +385	+138%	+$56.3K	0.05%	230
2018 Q1	$38K	Hold	279	–	–	0.04%	231
2017 Q4	$40K	Buy	+279	New	+$37.5K	0.02%	219

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Kaizen Advisory's NSC Position: Q4 2018 in Review

Kaizen Advisory reduced its Norfolk Southern (NSC) stake by 13% in Q4 2018, selling an estimated $144K and leaving 5,644 shares worth $844K. The position accounts for 0.59% of the portfolio, ranked #28.

Kaizen Advisory first reported a position in NSC in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.18M in Q3 2018. 1,262 funds tracked by Wall St. Rank hold NSC as of Q4 2018.

Kaizen Advisory held 5,644 shares of Norfolk Southern worth $844K as of Q4 2018.
Kaizen Advisory sold 873 Norfolk Southern shares in Q4 2018, an estimated $144K.
Norfolk Southern made up 0.59% of Kaizen Advisory's portfolio in Q4 2018, its #28 holding.
Kaizen Advisory first reported a position in Norfolk Southern in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Norfolk Southern position peaked at $1.18M in Q3 2018.
1,262 funds tracked by Wall St. Rank held Norfolk Southern as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.