Surevest’s Norfolk Southern NSC Stock Holding History

Surevest’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 Q3	$12K	Hold	55	–	–	﹤0.01%	279
2022 Q2	$13K	Buy	+55	New	+$13.5K	﹤0.01%	293

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

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

Surevest's NSC Position: Q3 2022 in Review

Surevest held its Norfolk Southern (NSC) position steady in Q3 2022 at 55 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

Surevest first reported a position in NSC in Q2 2022 and has held it in 2 quarters since. The position peaked at $13K in Q2 2022. 1,500 funds tracked by Wall St. Rank hold NSC as of Q3 2022.

Surevest held 55 shares of Norfolk Southern worth $12K as of Q3 2022.
Surevest left its Norfolk Southern share count unchanged in Q3 2022.
Norfolk Southern made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #279 holding.
Surevest first reported a position in Norfolk Southern in Q2 2022 and has held it in 2 quarters since.
Surevest's Norfolk Southern position peaked at $13K in Q2 2022.
1,500 funds tracked by Wall St. Rank held Norfolk Southern as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.