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Morningstar Investment Services’s Norfolk Southern NSC Stock Holding History

Morningstar Investment Services’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
2024
Q4 		– Sell
-1,334
Closed -$329K – 316
2024
Q3 		$329K Buy
1,334
+347
+35% +$83.2K ﹤0.01% 332
2024
Q2 		$207K Buy
987
+128
+15% +$29.7K ﹤0.01% 367
2024
Q1 		$216K Sell
859
-360
-30% -$89.1K ﹤0.01% 336
2023
Q4 		$288K Buy
+1,219
New +$255K ﹤0.01% 357
2016
Q4 		– Sell
-13,512
Closed -$1.31M – 202
2016
Q3 		$1.31M Sell
13,512
-1,200
-8% -$109K 0.04% 155
2016
Q2 		$1.25M Sell
14,712
-14,840
-50% -$1.26M 0.04% 156
2016
Q1 		$2.46M Buy
+29,552
New +$2.23M 0.08% 141
2015
Q4 		– Sell
-29,842
Closed -$2.28M – 215
2015
Q3 		$2.28M Buy
+29,842
New +$2.42M 0.1% 138
2014
Q4 		– Sell
-4,487
Closed -$501K – 224
2014
Q3 		$501K Sell
4,487
-726
-14% -$77K 0.03% 179
2014
Q2 		$537K Buy
5,213
+265
+5% +$26K 0.03% 164
2014
Q1 		$481K Sell
4,948
-375
-7% -$34.8K 0.03% 169
2013
Q4 		$494K Buy
5,323
+20
+0.4% +$1.72K 0.04% 167
2013
Q3 		$416K Buy
5,303
+748
+16% +$56K 0.04% 168
2013
Q2 		$331K Buy
+4,555
New +$348K 0.03% 170

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Morningstar Investment Services's NSC Position: Q4 2024 in Review

Morningstar Investment Services sold out of Norfolk Southern (NSC) in Q4 2024, closing a stake of 1,334 shares — an estimated $329K sold.

Morningstar Investment Services first reported a position in NSC in Q2 2013 and held it in 14 quarters. The position peaked at $2.46M in Q1 2016. 1,685 funds tracked by Wall St. Rank hold NSC as of Q4 2024.

  • Morningstar Investment Services reported no remaining Norfolk Southern position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 1,334 Norfolk Southern shares in Q4 2024, an estimated $329K.
  • Morningstar Investment Services first reported a position in Norfolk Southern in Q2 2013 and held it in 14 quarters.
  • Morningstar Investment Services's Norfolk Southern position peaked at $2.46M in Q1 2016.
  • 1,685 funds tracked by Wall St. Rank held Norfolk Southern as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.