Kiwi Wealth Investments Limited Partnership’s Norfolk Southern NSC Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2023 Q4	–	Sell	-20,473	Closed	-$4.03M	–	34
2023 Q3	$4.03M	Buy	+20,473	New	+$4.43M	0.44%	35
2022 Q2	–	Sell	-12,474	Closed	-$3.56M	–	228
2022 Q1	$3.56M	Sell	12,474 -3,644	-23%	-$1M	0.19%	136
2021 Q4	$4.8M	Buy	+16,118	New	+$4.5M	0.23%	119
2021 Q1	–	Sell	-11,822	Closed	-$2.81M	–	262
2020 Q4	$2.81M	Sell	11,822 -9,199	-44%	-$2.09M	0.17%	160
2020 Q3	$4.5M	Hold	21,021	–	–	0.31%	87
2020 Q2	$3.69M	Sell	21,021 -7,023	-25%	-$1.19M	0.3%	86
2020 Q1	$4.09M	Buy	+28,044	New	+$5.18M	0.41%	67
2019 Q4	–	Sell	-25,942	Closed	-$4.66M	–	203
2019 Q3	$4.66M	Buy	25,942 +5,600	+28%	+$1.03M	0.37%	72
2019 Q2	$4.05M	Sell	20,342 -5,394	-21%	-$1.07M	0.35%	87
2019 Q1	$4.81M	Sell	25,736 -3,123	-11%	-$540K	0.44%	73
2018 Q4	$4.32M	Buy	28,859 +3,753	+15%	+$617K	0.45%	69
2018 Q3	$4.53M	Buy	25,106 +1,353	+6%	+$231K	0.43%	69
2018 Q2	$3.58M	Buy	+23,753	New	+$3.47M	0.34%	81

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Kiwi Wealth Investments Limited Partnership's NSC Position: Q4 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Norfolk Southern (NSC) in Q4 2023, closing a stake of 20,473 shares — an estimated $4.03M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in NSC in Q2 2018 and held it in 13 quarters. The position peaked at $4.81M in Q1 2019. 1,584 funds tracked by Wall St. Rank hold NSC as of Q4 2023.

Kiwi Wealth Investments Limited Partnership reported no remaining Norfolk Southern position as of Q4 2023 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 20,473 Norfolk Southern shares in Q4 2023, an estimated $4.03M.
Kiwi Wealth Investments Limited Partnership first reported a position in Norfolk Southern in Q2 2018 and held it in 13 quarters.
Kiwi Wealth Investments Limited Partnership's Norfolk Southern position peaked at $4.81M in Q1 2019.
1,584 funds tracked by Wall St. Rank held Norfolk Southern as of Q4 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2023, filed 14 Feb 2024.