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Simplicity Wealth’s Norfolk Southern NSC Stock Holding History

Simplicity Wealth’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
-3,594
Closed -$893K – 456
2024
Q3 		$893K Sell
3,594
-3,843
-52% -$921K 0.08% 213
2024
Q2 		$1.6M Buy
7,437
+23
+0.3% +$5.34K 0.04% 398
2024
Q1 		$1.89M Buy
7,414
+5,461
+280% +$1.35M 0.05% 362
2023
Q4 		$462K Buy
+1,953
New +$409K 0.18% 105

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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 $95.5B AUM 28.4% 1-Year Est. Return

Simplicity Wealth's NSC Position: Q4 2024 in Review

Simplicity Wealth sold out of Norfolk Southern (NSC) in Q4 2024, closing a stake of 3,594 shares — an estimated $893K sold.

Simplicity Wealth first reported a position in NSC in Q4 2023 and held it in 4 quarters. The position peaked at $1.89M in Q1 2024. 1,683 funds tracked by Wall St. Rank hold NSC as of Q4 2024.

  • Simplicity Wealth reported no remaining Norfolk Southern position as of Q4 2024 after selling out during the quarter.
  • Simplicity Wealth sold 3,594 Norfolk Southern shares in Q4 2024, an estimated $893K.
  • Simplicity Wealth first reported a position in Norfolk Southern in Q4 2023 and held it in 4 quarters.
  • Simplicity Wealth's Norfolk Southern position peaked at $1.89M in Q1 2024.
  • 1,683 funds tracked by Wall St. Rank held Norfolk Southern as of Q4 2024.

Based on Simplicity Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.