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Wharton Business Group’s Norfolk Southern NSC Stock Holding History

Wharton Business Group’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
2020
Q1 		– Sell
-1,175
Closed -$228K – 115
2019
Q4 		$228K Buy
+1,175
New +$220K 0.02% 110
2014
Q1 		– Sell
-19,300
Closed -$1.79M – 154
2013
Q4 		$1.79M Sell
19,300
-3,300
-15% -$283K 0.15% 94
2013
Q3 		$1.75M Sell
22,600
-885
-4% -$66.3K 0.15% 88
2013
Q2 		$1.71M Buy
+23,485
New +$1.79M 0.15% 90

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Wharton Business Group's NSC Position: Q1 2020 in Review

Wharton Business Group sold out of Norfolk Southern (NSC) in Q1 2020, closing a stake of 1,175 shares — an estimated $228K sold.

Wharton Business Group first reported a position in NSC in Q2 2013 and held it in 4 quarters. The position peaked at $1.79M in Q4 2013. 1,261 funds tracked by Wall St. Rank hold NSC as of Q1 2020.

  • Wharton Business Group reported no remaining Norfolk Southern position as of Q1 2020 after selling out during the quarter.
  • Wharton Business Group sold 1,175 Norfolk Southern shares in Q1 2020, an estimated $228K.
  • Wharton Business Group first reported a position in Norfolk Southern in Q2 2013 and held it in 4 quarters.
  • Wharton Business Group's Norfolk Southern position peaked at $1.79M in Q4 2013.
  • 1,261 funds tracked by Wall St. Rank held Norfolk Southern as of Q1 2020.

Based on Wharton Business Group's 13F filing for Q1 2020, filed 27 Apr 2020.