Windsor Wealth Management’s Norfolk Southern NSC Stock Holding History

Windsor 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
2021 Q3	–	Sell	-799	Closed	-$212K	–	224
2021 Q2	$212K	Buy	799 +1	+0.1%	+$276	0.05%	206
2021 Q1	$214K	Buy	+798	New	+$202K	0.05%	192
2019 Q3	–	Sell	-1,150	Closed	-$231K	–	184
2019 Q2	$231K	Buy	+1,150	New	+$228K	0.1%	164
2018 Q4	–	Sell	-1,153	Closed	-$208K	–	137
2018 Q3	$208K	Buy	+1,153	New	+$197K	0.14%	127

Other funds holding NSC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Windsor Wealth Management's NSC Position: Q3 2021 in Review

Windsor Wealth Management sold out of Norfolk Southern (NSC) in Q3 2021, closing a stake of 799 shares — an estimated $212K sold.

Windsor Wealth Management first reported a position in NSC in Q3 2018 and held it in 4 quarters. The position peaked at $231K in Q2 2019. 1,489 funds tracked by Wall St. Rank hold NSC as of Q3 2021.

Windsor Wealth Management reported no remaining Norfolk Southern position as of Q3 2021 after selling out during the quarter.
Windsor Wealth Management sold 799 Norfolk Southern shares in Q3 2021, an estimated $212K.
Windsor Wealth Management first reported a position in Norfolk Southern in Q3 2018 and held it in 4 quarters.
Windsor Wealth Management's Norfolk Southern position peaked at $231K in Q2 2019.
1,489 funds tracked by Wall St. Rank held Norfolk Southern as of Q3 2021.

Based on Windsor Wealth Management's 13F filing for Q3 2021, filed 12 Oct 2021.