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Minot Wealth Management’s Norfolk Southern NSC Stock Holding History

Minot Wealth Management’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
Q2 		$216K Sell
950
-19
-2% -$4.67K 0.06% 168
2022
Q1 		$276K Hold
969
– – 0.06% 166
2021
Q4 		$288K Sell
969
-2
-0.2% -$558 0.06% 164
2021
Q3 		$232K Buy
971
+11
+1% +$2.82K 0.05% 180
2021
Q2 		$251K Hold
960
– – 0.05% 172
2021
Q1 		$258K Buy
+960
New +$243K 0.07% 152

Other funds holding NSC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Minot Wealth Management's NSC Position: Q2 2022 in Review

Minot Wealth Management reduced its Norfolk Southern (NSC) stake by 2% in Q2 2022, selling an estimated $4.67K and leaving 950 shares worth $216K. The position accounts for 0.06% of the portfolio, ranked #168.

Minot Wealth Management first reported a position in NSC in Q1 2021 and has held it in 6 quarters since. The position peaked at $288K in Q4 2021. 1,542 funds tracked by Wall St. Rank hold NSC as of Q2 2022.

  • Minot Wealth Management held 950 shares of Norfolk Southern worth $216K as of Q2 2022.
  • Minot Wealth Management sold 19 Norfolk Southern shares in Q2 2022, an estimated $4.67K.
  • Norfolk Southern made up 0.06% of Minot Wealth Management's portfolio in Q2 2022, its #168 holding.
  • Minot Wealth Management first reported a position in Norfolk Southern in Q1 2021 and has held it in 6 quarters since.
  • Minot Wealth Management's Norfolk Southern position peaked at $288K in Q4 2021.
  • 1,542 funds tracked by Wall St. Rank held Norfolk Southern as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.