Sterling Financial Planning’s Norfolk Southern NSC Stock Holding History

Sterling Financial Planning’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
2022 Q2	–	Sell	-866	Closed	-$247K	–	94
2022 Q1	$247K	Sell	866 -188	-18%	-$51.8K	0.16%	82
2021 Q4	$314K	Hold	1,054	–	–	0.2%	75
2021 Q3	$252K	Hold	1,054	–	–	0.16%	76
2021 Q2	$280K	Hold	1,054	–	–	0.18%	64
2021 Q1	$283K	Hold	1,054	–	–	0.2%	60
2020 Q4	$250K	Buy	+1,054	New	+$240K	0.2%	63

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sterling Financial Planning's NSC Position: Q2 2022 in Review

Sterling Financial Planning sold out of Norfolk Southern (NSC) in Q2 2022, closing a stake of 866 shares — an estimated $247K sold.

Sterling Financial Planning first reported a position in NSC in Q4 2020 and held it in 6 quarters. The position peaked at $314K in Q4 2021. 1,542 funds tracked by Wall St. Rank hold NSC as of Q2 2022.

Sterling Financial Planning reported no remaining Norfolk Southern position as of Q2 2022 after selling out during the quarter.
Sterling Financial Planning sold 866 Norfolk Southern shares in Q2 2022, an estimated $247K.
Sterling Financial Planning first reported a position in Norfolk Southern in Q4 2020 and held it in 6 quarters.
Sterling Financial Planning's Norfolk Southern position peaked at $314K in Q4 2021.
1,542 funds tracked by Wall St. Rank held Norfolk Southern as of Q2 2022.

Based on Sterling Financial Planning's 13F filing for Q2 2022, filed 27 Jul 2022.