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Stamos Capital Partners’s Norfolk Southern NSC Stock Holding History

Stamos Capital Partners’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
Q1 		– Sell
-1,780
Closed -$439K – 126
2022
Q4 		$439K Sell
1,780
-5,250
-75% -$1.24M 0.14% 118
2022
Q3 		$1.47M Buy
7,030
+2,190
+45% +$527K 0.37% 65
2022
Q2 		$1.1M Buy
4,840
+1,740
+56% +$427K 0.33% 58
2022
Q1 		$884K Buy
+3,100
New +$854K 0.3% 66
2020
Q2 		– Sell
-3,446
Closed -$503K – 78
2020
Q1 		$503K Buy
+3,446
New +$636K 0.26% 72

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stamos Capital Partners's NSC Position: Q1 2023 in Review

Stamos Capital Partners sold out of Norfolk Southern (NSC) in Q1 2023, closing a stake of 1,780 shares — an estimated $439K sold.

Stamos Capital Partners first reported a position in NSC in Q1 2020 and held it in 5 quarters. The position peaked at $1.47M in Q3 2022. 1,497 funds tracked by Wall St. Rank hold NSC as of Q1 2023.

  • Stamos Capital Partners reported no remaining Norfolk Southern position as of Q1 2023 after selling out during the quarter.
  • Stamos Capital Partners sold 1,780 Norfolk Southern shares in Q1 2023, an estimated $439K.
  • Stamos Capital Partners first reported a position in Norfolk Southern in Q1 2020 and held it in 5 quarters.
  • Stamos Capital Partners's Norfolk Southern position peaked at $1.47M in Q3 2022.
  • 1,497 funds tracked by Wall St. Rank held Norfolk Southern as of Q1 2023.

Based on Stamos Capital Partners's 13F filing for Q1 2023, filed 12 May 2023.