Lenox Wealth Advisors’s Norfolk Southern NSC Stock Holding History

Lenox Wealth Advisors’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 Q1	$3K	Buy	13 +10	+333%	+$2.75K	﹤0.01%	616
2021 Q4	$1K	Hold	3	–	–	﹤0.01%	878
2021 Q3	$1K	Buy	3 +2	+200%	+$513	﹤0.01%	685
2021 Q2	$0	Hold	1	–	–	﹤0.01%	766
2021 Q1	$0	Buy	+1	New	+$253	﹤0.01%	737
2018 Q2	–	Sell	-133	Closed	-$18K	–	612
2018 Q1	$18K	Buy	133 +33	+33%	+$4.75K	﹤0.01%	282
2017 Q4	$14K	Buy	+100	New	+$13.4K	﹤0.01%	153
2017 Q1	–	Sell	-232	Closed	-$25K	–	104
2016 Q4	$25K	Hold	232	–	–	0.01%	72
2016 Q3	$23K	Hold	232	–	–	0.01%	131
2016 Q2	$20K	Hold	232	–	–	0.01%	134
2016 Q1	$19K	Hold	232	–	–	0.01%	138
2015 Q4	$20K	Hold	232	–	–	0.01%	137
2015 Q3	$18K	Hold	232	–	–	0.01%	144
2015 Q2	$20K	Hold	232	–	–	0.01%	103
2015 Q1	$24K	Hold	232	–	–	0.01%	112
2014 Q4	$25K	Hold	232	–	–	0.01%	114
2014 Q3	$26K	Hold	232	–	–	0.01%	119
2014 Q2	$24K	Hold	232	–	–	0.01%	98
2014 Q1	$23K	Buy	232 +193	+495%	+$17.9K	0.01%	92
2013 Q4	$4K	Buy	+39	New	+$3.35K	﹤0.01%	253

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

Lenox Wealth Advisors's NSC Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Norfolk Southern (NSC) stake by 333% in Q1 2022, buying an estimated $2.75K and bringing the position to 13 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

Lenox Wealth Advisors first reported a position in NSC in Q4 2013 and has held it in 20 quarters since. The position peaked at $26K in Q3 2014. 1,646 funds tracked by Wall St. Rank hold NSC as of Q1 2022.

Lenox Wealth Advisors held 13 shares of Norfolk Southern worth $3K as of Q1 2022.
Lenox Wealth Advisors bought 10 Norfolk Southern shares in Q1 2022, an estimated $2.75K.
Norfolk Southern made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #616 holding.
Lenox Wealth Advisors first reported a position in Norfolk Southern in Q4 2013 and has held it in 20 quarters since.
Lenox Wealth Advisors's Norfolk Southern position peaked at $26K in Q3 2014.
1,646 funds tracked by Wall St. Rank held Norfolk Southern as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.