Lake Street Private Wealth’s Norfolk Southern NSC Stock Holding History

Lake Street Private Wealth’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
2022 Q2	–	Sell	-8,387	Closed	-$2.39M	–	325
2022 Q1	$2.39M	Buy	8,387 +226	+3%	+$62.3K	0.43%	67
2021 Q4	$2.43M	Buy	8,161 +581	+8%	+$162K	0.43%	63
2021 Q3	$1.81M	Buy	7,580 +639	+9%	+$164K	0.44%	69
2021 Q2	$1.87M	Buy	6,941 +41	+0.6%	+$11.3K	0.48%	64
2021 Q1	$1.85M	Sell	6,900 -459	-6%	-$116K	0.51%	58
2020 Q4	$1.75M	Sell	7,359 -352	-5%	-$80.1K	0.51%	57
2020 Q3	$1.65M	Buy	7,711 +9	+0.1%	+$1.81K	0.55%	54
2020 Q2	$1.35M	Buy	7,702 +921	+14%	+$156K	0.5%	58
2020 Q1	$990K	Buy	6,781 +775	+13%	+$143K	0.45%	68
2019 Q4	$1.17M	Buy	6,006 +434	+8%	+$81.4K	0.45%	76
2019 Q3	$1M	Buy	5,572 +113	+2%	+$20.8K	0.46%	72
2019 Q2	$1.09M	Sell	5,459 -132	-2%	-$26.2K	0.64%	55
2019 Q1	$1.04M	Buy	+5,591	New	+$967K	0.72%	50

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lake Street Private Wealth's NSC Position: Q2 2022 in Review

Lake Street Private Wealth sold out of Norfolk Southern (NSC) in Q2 2022, closing a stake of 8,387 shares — an estimated $2.39M sold.

Lake Street Private Wealth first reported a position in NSC in Q1 2019 and held it in 13 quarters. The position peaked at $2.43M in Q4 2021. 1,541 funds tracked by Wall St. Rank hold NSC as of Q2 2022.

Lake Street Private Wealth reported no remaining Norfolk Southern position as of Q2 2022 after selling out during the quarter.
Lake Street Private Wealth sold 8,387 Norfolk Southern shares in Q2 2022, an estimated $2.39M.
Lake Street Private Wealth first reported a position in Norfolk Southern in Q1 2019 and held it in 13 quarters.
Lake Street Private Wealth's Norfolk Southern position peaked at $2.43M in Q4 2021.
1,541 funds tracked by Wall St. Rank held Norfolk Southern as of Q2 2022.

Based on Lake Street Private Wealth's 13F filing for Q2 2022, filed 12 Jul 2022.