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Marshall Financial Group (Maryland)’s Norfolk Southern NSC Stock Holding History

Marshall Financial Group (Maryland)’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
2023
Q4 		– Sell
-3,662
Closed -$721K – 185
2023
Q3 		$721K Buy
3,662
+48
+1% +$10.4K 0.26% 99
2023
Q2 		$820K Buy
3,614
+230
+7% +$48.9K 0.28% 93
2023
Q1 		$717K Buy
+3,384
New +$783K 0.26% 106

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Marshall Financial Group (Maryland)'s NSC Position: Q4 2023 in Review

Marshall Financial Group (Maryland) sold out of Norfolk Southern (NSC) in Q4 2023, closing a stake of 3,662 shares — an estimated $721K sold.

Marshall Financial Group (Maryland) first reported a position in NSC in Q1 2023 and held it in 3 quarters. The position peaked at $820K in Q2 2023. 1,583 funds tracked by Wall St. Rank hold NSC as of Q4 2023.

  • Marshall Financial Group (Maryland) reported no remaining Norfolk Southern position as of Q4 2023 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 3,662 Norfolk Southern shares in Q4 2023, an estimated $721K.
  • Marshall Financial Group (Maryland) first reported a position in Norfolk Southern in Q1 2023 and held it in 3 quarters.
  • Marshall Financial Group (Maryland)'s Norfolk Southern position peaked at $820K in Q2 2023.
  • 1,583 funds tracked by Wall St. Rank held Norfolk Southern as of Q4 2023.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q4 2023, filed 10 Jan 2024.