Schechter Investment Advisors’s Norfolk Southern NSC Stock Holding History

Schechter 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
2025 Q1	$946K	Buy	3,994 +231	+6%	+$56.3K	0.08%	244
2024 Q4	$883K	Buy	3,763 +434	+13%	+$110K	0.07%	258
2024 Q3	$827K	Buy	3,329 +1,809	+119%	+$434K	0.06%	288
2024 Q2	$326K	Sell	1,520 -1,810	-54%	-$420K	0.02%	461
2024 Q1	$849K	Buy	3,330 +2,202	+195%	+$545K	0.06%	276
2023 Q4	$267K	Buy	+1,128	New	+$236K	0.02%	489
2023 Q3	–	Sell	-1,052	Closed	-$239K	–	666
2023 Q2	$239K	Buy	+1,052	New	+$223K	0.02%	543
2023 Q1	–	Sell	-1,931	Closed	-$476K	–	729
2022 Q4	$476K	Buy	1,931 +217	+13%	+$51.3K	0.04%	518
2022 Q3	$360K	Buy	1,714 +219	+15%	+$52.7K	0.04%	626
2022 Q2	$340K	Sell	1,495 -303	-17%	-$74.4K	0.03%	657
2022 Q1	$513K	Buy	1,798 +225	+14%	+$62K	0.05%	520
2021 Q4	$469K	Buy	+1,573	New	+$439K	0.04%	524

Other funds holding NSC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Schechter Investment Advisors's NSC Position: Q1 2025 in Review

Schechter Investment Advisors increased its Norfolk Southern (NSC) stake by 6.1% in Q1 2025, buying an estimated $56.3K and bringing the position to 3,994 shares worth $946K. The position accounts for 0.08% of the portfolio, ranked #244.

Schechter Investment Advisors first reported a position in NSC in Q4 2021 and has held it in 12 quarters since. 1,653 funds tracked by Wall St. Rank hold NSC as of Q1 2025.

Schechter Investment Advisors held 3,994 shares of Norfolk Southern worth $946K as of Q1 2025.
Schechter Investment Advisors bought 231 Norfolk Southern shares in Q1 2025, an estimated $56.3K.
Norfolk Southern made up 0.08% of Schechter Investment Advisors's portfolio in Q1 2025, its #244 holding.
Schechter Investment Advisors first reported a position in Norfolk Southern in Q4 2021 and has held it in 12 quarters since.
1,653 funds tracked by Wall St. Rank held Norfolk Southern as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.