Sugarloaf Wealth Management’s Norfolk Southern NSC Stock Holding History

Sugarloaf Wealth Management’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	$29.2K	Hold	124	–	–	0.01%	360
2024 Q3	$30.7K	Buy	124 +1	+0.8%	+$240	0.01%	362
2024 Q2	$26.4K	Buy	123 +1	+0.8%	+$232	0.01%	360
2024 Q1	$31.2K	Hold	122	–	–	0.01%	350
2023 Q4	$28.8K	Buy	122 +1	+0.8%	+$210	0.01%	346
2023 Q3	$23.8K	Buy	121 +1	+0.8%	+$216	0.01%	365
2023 Q2	$27.2K	Buy	120 +1	+0.8%	+$212	0.01%	355
2023 Q1	$25.3K	Hold	119	–	–	0.01%	367
2022 Q4	$29.2K	Hold	119	–	–	0.01%	361
2022 Q3	$25K	Buy	119 +1	+0.8%	+$240	0.01%	392
2022 Q2	$27K	Buy	118 +1	+0.9%	+$246	0.01%	374
2022 Q1	$33K	Hold	117	–	–	0.01%	334
2021 Q4	$35K	Buy	117 +1	+0.9%	+$279	0.01%	344
2021 Q3	$28K	Hold	116	–	–	0.01%	363
2021 Q2	$31K	Buy	116 +1	+0.9%	+$276	0.01%	346
2021 Q1	$31	Hold	115	–	–	0.01%	342
2020 Q4	$27K	Buy	115 +1	+0.9%	+$228	0.01%	336
2020 Q3	$24K	Hold	114	–	–	0.01%	327
2020 Q2	$20K	Buy	114 +1	+0.9%	+$169	0.01%	349
2020 Q1	$17K	Buy	113 +1	+0.9%	+$185	0.01%	359
2019 Q4	$22K	Buy	+112	New	+$21K	0.01%	358

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

Sugarloaf Wealth Management's NSC Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Norfolk Southern (NSC) position steady in Q4 2024 at 124 shares worth $29.2K. The position accounts for 0.01% of the portfolio, ranked #360.

Sugarloaf Wealth Management first reported a position in NSC in Q4 2019 and has held it in 21 quarters since. The position peaked at $35K in Q4 2021. 1,683 funds tracked by Wall St. Rank hold NSC as of Q4 2024.

Sugarloaf Wealth Management held 124 shares of Norfolk Southern worth $29.2K as of Q4 2024.
Sugarloaf Wealth Management left its Norfolk Southern share count unchanged in Q4 2024.
Norfolk Southern made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #360 holding.
Sugarloaf Wealth Management first reported a position in Norfolk Southern in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Norfolk Southern position peaked at $35K in Q4 2021.
1,683 funds tracked by Wall St. Rank held Norfolk Southern as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.