Lehman Financial Resources’s Norfolk Southern NSC Stock Holding History

Lehman 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
2018 Q3	$258K	Hold	1,433	–	–	0.12%	78
2018 Q2	$216K	Buy	+1,433	New	+$209K	0.11%	77
2018 Q1	–	Sell	-1,433	Closed	-$207K	–	83
2017 Q4	$207K	Buy	+1,433	New	+$192K	0.11%	75
2015 Q4	–	Sell	-532	Closed	-$40K	–	244
2015 Q3	$40K	Buy	532 +32	+6%	+$2.6K	0.02%	170
2015 Q2	$43K	Hold	500	–	–	0.02%	167
2015 Q1	$51K	Hold	500	–	–	0.02%	158
2014 Q4	$55K	Hold	500	–	–	0.03%	137
2014 Q3	$56K	Hold	500	–	–	0.03%	131
2014 Q2	$52K	Hold	500	–	–	0.02%	138
2014 Q1	$49K	Hold	500	–	–	0.03%	142
2013 Q4	$46K	Hold	500	–	–	0.03%	136
2013 Q3	$39K	Hold	500	–	–	0.03%	137
2013 Q2	$36K	Buy	+500	New	+$38.2K	0.02%	123

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Lehman Financial Resources's NSC Position: Q3 2018 in Review

Lehman Financial Resources held its Norfolk Southern (NSC) position steady in Q3 2018 at 1,433 shares worth $258K. The position accounts for 0.12% of the portfolio, ranked #78.

Lehman Financial Resources first reported a position in NSC in Q2 2013 and has held it in 13 quarters since. 1,248 funds tracked by Wall St. Rank hold NSC as of Q3 2018.

Lehman Financial Resources held 1,433 shares of Norfolk Southern worth $258K as of Q3 2018.
Lehman Financial Resources left its Norfolk Southern share count unchanged in Q3 2018.
Norfolk Southern made up 0.12% of Lehman Financial Resources's portfolio in Q3 2018, its #78 holding.
Lehman Financial Resources first reported a position in Norfolk Southern in Q2 2013 and has held it in 13 quarters since.
1,248 funds tracked by Wall St. Rank held Norfolk Southern as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.