Squar Milner Financial Services’s Norfolk Southern NSC Stock Holding History

Squar Milner Financial 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
2020 Q2	–	Sell	-126	Closed	-$18K	–	529
2020 Q1	$18K	Hold	126	–	–	0.01%	485
2019 Q4	$24K	Buy	+126	New	+$23.6K	0.01%	496
2019 Q3	–	Sell	-133	Closed	-$27K	–	541
2019 Q2	$27K	Hold	133	–	–	0.02%	422
2019 Q1	$24K	Hold	133	–	–	0.02%	408
2018 Q4	$20K	Hold	133	–	–	0.02%	394
2018 Q3	$24K	Hold	133	–	–	0.02%	390
2018 Q2	$20K	Buy	+133	New	+$19.4K	0.02%	481

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

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Squar Milner Financial Services's NSC Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Norfolk Southern (NSC) in Q2 2020, closing a stake of 126 shares — an estimated $18K sold.

Squar Milner Financial Services first reported a position in NSC in Q2 2018 and held it in 7 quarters. The position peaked at $27K in Q2 2019. 1,293 funds tracked by Wall St. Rank hold NSC as of Q2 2020.

Squar Milner Financial Services reported no remaining Norfolk Southern position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 126 Norfolk Southern shares in Q2 2020, an estimated $18K.
Squar Milner Financial Services first reported a position in Norfolk Southern in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Norfolk Southern position peaked at $27K in Q2 2019.
1,293 funds tracked by Wall St. Rank held Norfolk Southern as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.