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Milestone Investment Advisors’s Norfolk Southern NSC Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-242
Closed -$47.7K – 335
2023
Q3 		$47.7K Buy
+242
New +$52.3K 0.01% 201
2023
Q2 		– Sell
-242
Closed -$51.3K – 331
2023
Q1 		$51.3K Buy
+242
New +$56K 0.02% 203

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

Milestone Investment Advisors's NSC Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Norfolk Southern (NSC) in Q4 2023, closing a stake of 242 shares — an estimated $47.7K sold.

Milestone Investment Advisors first reported a position in NSC in Q1 2023 and held it in 2 quarters. The position peaked at $51.3K in Q1 2023. 1,583 funds tracked by Wall St. Rank hold NSC as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Norfolk Southern position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 242 Norfolk Southern shares in Q4 2023, an estimated $47.7K.
  • Milestone Investment Advisors first reported a position in Norfolk Southern in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Norfolk Southern position peaked at $51.3K in Q1 2023.
  • 1,583 funds tracked by Wall St. Rank held Norfolk Southern as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.