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Berman Capital Advisors’s National Vision EYE Stock Holding History

Berman Capital Advisors’s Portfolio EYE Stock Details EYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$1K Hold
21
– – ﹤0.01% 1856
2021
Q2 		$1K Hold
21
– – ﹤0.01% 1732
2021
Q1 		$0 Hold
21
– – ﹤0.01% 1800
2020
Q4 		$0 Hold
21
– – ﹤0.01% 1709
2020
Q3 		$0 Hold
21
– – ﹤0.01% 1644
2020
Q2 		$0 Hold
21
– – ﹤0.01% 1664
2020
Q1 		$0 Buy
+21
New +$654 ﹤0.01% 1523

Other funds holding EYE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berman Capital Advisors's EYE Position: Q3 2021 in Review

Berman Capital Advisors held its National Vision (EYE) position steady in Q3 2021 at 21 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1856.

Berman Capital Advisors first reported a position in EYE in Q1 2020 and has held it in 7 quarters since. 198 funds tracked by Wall St. Rank hold EYE as of Q3 2021.

  • Berman Capital Advisors held 21 shares of National Vision worth $1K as of Q3 2021.
  • Berman Capital Advisors left its National Vision share count unchanged in Q3 2021.
  • National Vision made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1856 holding.
  • Berman Capital Advisors first reported a position in National Vision in Q1 2020 and has held it in 7 quarters since.
  • 198 funds tracked by Wall St. Rank held National Vision as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.