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Lake Street Advisors Group’s Norfolk Southern NSC Stock Holding History

Lake Street Advisors Group’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 		$500K Sell
2,129
-136
-6% -$34.6K 0.02% 332
2024
Q3 		$563K Buy
2,265
+41
+2% +$9.83K 0.03% 309
2024
Q2 		$478K Buy
2,224
+15
+0.7% +$3.48K 0.02% 329
2024
Q1 		$563K Buy
2,209
+126
+6% +$31.2K 0.03% 322
2023
Q4 		$492K Buy
+2,083
New +$437K 0.02% 329
2021
Q3 		– Sell
-1,678
Closed -$451K – 364
2021
Q2 		$451K Hold
1,678
– – 0.03% 176
2021
Q1 		$450K Buy
1,678
+2
+0.1% +$507 0.04% 173
2020
Q4 		$398K Buy
1,676
+1
+0.1% +$228 0.03% 177
2020
Q3 		$358K Buy
1,675
+27
+2% +$5.42K 0.03% 179
2020
Q2 		$289K Buy
1,648
+35
+2% +$5.93K 0.03% 209
2020
Q1 		$235K Sell
1,613
-75
-4% -$13.8K 0.03% 203
2019
Q4 		$328K Buy
1,688
+196
+13% +$36.8K 0.03% 174
2019
Q3 		$268K Sell
1,492
-76
-5% -$14K 0.03% 171
2019
Q2 		$312K Buy
1,568
+52
+3% +$10.3K 0.03% 147
2019
Q1 		$283K Buy
1,516
+66
+5% +$11.4K 0.03% 160
2018
Q4 		$217K Buy
1,450
+13
+0.9% +$2.14K 0.03% 175
2018
Q3 		$259K Sell
1,437
-1,279
-47% -$218K 0.03% 160
2018
Q2 		$410K Sell
2,716
-108
-4% -$15.8K 0.04% 179
2018
Q1 		$383K Sell
2,824
-41
-1% -$5.9K 0.04% 161
2017
Q4 		$415K Buy
+2,865
New +$385K 0.05% 162

Other funds holding NSC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Lake Street Advisors Group's NSC Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Norfolk Southern (NSC) stake by 6% in Q4 2024, selling an estimated $34.6K and leaving 2,129 shares worth $500K. The position accounts for 0.02% of the portfolio, ranked #332.

Lake Street Advisors Group first reported a position in NSC in Q4 2017 and has held it in 20 quarters since. The position peaked at $563K in Q1 2024. 1,684 funds tracked by Wall St. Rank hold NSC as of Q4 2024.

  • Lake Street Advisors Group held 2,129 shares of Norfolk Southern worth $500K as of Q4 2024.
  • Lake Street Advisors Group sold 136 Norfolk Southern shares in Q4 2024, an estimated $34.6K.
  • Norfolk Southern made up 0.02% of Lake Street Advisors Group's portfolio in Q4 2024, its #332 holding.
  • Lake Street Advisors Group first reported a position in Norfolk Southern in Q4 2017 and has held it in 20 quarters since.
  • Lake Street Advisors Group's Norfolk Southern position peaked at $563K in Q1 2024.
  • 1,684 funds tracked by Wall St. Rank held Norfolk Southern as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.