Lehman & Derafelo Financial Resources’s Norfolk Southern NSC Stock Holding History

Lehman & Derafelo Financial Resources’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 Q4	$230K	Buy	+933	New	+$221K	0.07%	99
2022 Q3	–	Sell	-933	Closed	-$212K	–	203
2022 Q2	$212K	Hold	933	–	–	0.07%	99
2022 Q1	$266K	Hold	933	–	–	0.07%	94
2021 Q4	$278K	Hold	933	–	–	0.08%	83
2021 Q3	$223K	Hold	933	–	–	0.07%	96
2021 Q2	$248K	Hold	933	–	–	0.07%	101
2021 Q1	$251K	Hold	933	–	–	0.07%	99
2020 Q4	$222K	Hold	933	–	–	0.07%	105
2020 Q3	$200K	Buy	+933	New	+$187K	0.06%	128
2019 Q3	–	Sell	-1,433	Closed	-$288K	–	201
2019 Q2	$288K	Hold	1,433	–	–	0.12%	76
2019 Q1	$268K	Hold	1,433	–	–	0.12%	78
2018 Q4	$214K	Buy	+1,433	New	+$236K	0.11%	79

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

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

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

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

Lehman & Derafelo Financial Resources's NSC Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources opened a new position in Norfolk Southern (NSC) in Q4 2022: 933 shares worth $230K. The stake represents 0.07% of the portfolio and ranks #99 among its holdings. This is a return to the name: Lehman & Derafelo Financial Resources previously reported a position in NSC as recently as Q2 2022.

Lehman & Derafelo Financial Resources first reported a position in NSC in Q4 2018 and has held it in 12 quarters since. The position peaked at $288K in Q2 2019. 1,589 funds tracked by Wall St. Rank hold NSC as of Q4 2022.

Lehman & Derafelo Financial Resources held 933 shares of Norfolk Southern worth $230K as of Q4 2022.
Norfolk Southern was a new Lehman & Derafelo Financial Resources position in Q4 2022.
Norfolk Southern made up 0.07% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #99 holding.
Lehman & Derafelo Financial Resources first reported a position in Norfolk Southern in Q4 2018 and has held it in 12 quarters since.
Lehman & Derafelo Financial Resources's Norfolk Southern position peaked at $288K in Q2 2019.
1,589 funds tracked by Wall St. Rank held Norfolk Southern as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.