Retirement Planning Company of New England’s Norfolk Southern NSC Stock Holding History

Retirement Planning Company of New England’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 Q3	–	Sell	-1,073	Closed	-$243K	–	224
2023 Q2	$243K	Hold	1,073	–	–	0.14%	183
2023 Q1	$227K	Hold	1,073	–	–	0.14%	188
2022 Q4	$264K	Buy	1,073 +1	+0.1%	+$237	0.17%	168
2022 Q3	$224K	Buy	1,072 +1	+0.1%	+$240	0.16%	177
2022 Q2	$243K	Sell	1,071 -50	-4%	-$12.3K	0.17%	174
2022 Q1	$319K	Hold	1,121	–	–	0.18%	158
2021 Q4	$333K	Buy	+1,121	New	+$313K	0.16%	146

Other funds holding NSC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Retirement Planning Company of New England's NSC Position: Q3 2023 in Review

Retirement Planning Company of New England sold out of Norfolk Southern (NSC) in Q3 2023, closing a stake of 1,073 shares — an estimated $243K sold.

Retirement Planning Company of New England first reported a position in NSC in Q4 2021 and held it in 7 quarters. The position peaked at $333K in Q4 2021. 1,443 funds tracked by Wall St. Rank hold NSC as of Q3 2023.

Retirement Planning Company of New England reported no remaining Norfolk Southern position as of Q3 2023 after selling out during the quarter.
Retirement Planning Company of New England sold 1,073 Norfolk Southern shares in Q3 2023, an estimated $243K.
Retirement Planning Company of New England first reported a position in Norfolk Southern in Q4 2021 and held it in 7 quarters.
Retirement Planning Company of New England's Norfolk Southern position peaked at $333K in Q4 2021.
1,443 funds tracked by Wall St. Rank held Norfolk Southern as of Q3 2023.

Based on Retirement Planning Company of New England's 13F filing for Q3 2023, filed 13 Nov 2023.