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Summit Financial Strategies’s Norfolk Southern NSC Stock Holding History

Summit Financial Strategies’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
Q4 		– Sell
-1,010
Closed -$212K – 126
2022
Q3 		$212K Buy
+1,010
New +$243K 0.05% 110

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

Summit Financial Strategies's NSC Position: Q4 2022 in Review

Summit Financial Strategies sold out of Norfolk Southern (NSC) in Q4 2022, closing a stake of 1,010 shares — an estimated $212K sold.

Summit Financial Strategies first reported a position in NSC in Q3 2022 and held it in 1 quarter. The position peaked at $212K in Q3 2022. 1,589 funds tracked by Wall St. Rank hold NSC as of Q4 2022.

  • Summit Financial Strategies reported no remaining Norfolk Southern position as of Q4 2022 after selling out during the quarter.
  • Summit Financial Strategies sold 1,010 Norfolk Southern shares in Q4 2022, an estimated $212K.
  • Summit Financial Strategies first reported a position in Norfolk Southern in Q3 2022 and held it in 1 quarter.
  • Summit Financial Strategies's Norfolk Southern position peaked at $212K in Q3 2022.
  • 1,589 funds tracked by Wall St. Rank held Norfolk Southern as of Q4 2022.

Based on Summit Financial Strategies's 13F filing for Q4 2022, filed 20 Jan 2023.