EI
EYE icon

Ellevest Inc’s National Vision EYE Stock Holding History

Ellevest Inc’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
2023
Q1 		– Sell
-8
Closed -$310 – 1952
2022
Q4 		$310 Buy
+8
New +$300 ﹤0.01% 1686
2021
Q4 		– Sell
-21
Closed -$1K – 1484
2021
Q3 		$1K Hold
21
– – ﹤0.01% 1258
2021
Q2 		$1K Hold
21
– – ﹤0.01% 1148
2021
Q1 		$1K Buy
+21
New +$1K ﹤0.01% 1147

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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Ellevest Inc's EYE Position: Q1 2023 in Review

Ellevest Inc sold out of National Vision (EYE) in Q1 2023, closing a stake of 8 shares — an estimated $310 sold.

Ellevest Inc first reported a position in EYE in Q1 2021 and held it in 4 quarters. The position peaked at $1K in Q3 2021. 182 funds tracked by Wall St. Rank hold EYE as of Q1 2023.

  • Ellevest Inc reported no remaining National Vision position as of Q1 2023 after selling out during the quarter.
  • Ellevest Inc sold 8 National Vision shares in Q1 2023, an estimated $310.
  • Ellevest Inc first reported a position in National Vision in Q1 2021 and held it in 4 quarters.
  • Ellevest Inc's National Vision position peaked at $1K in Q3 2021.
  • 182 funds tracked by Wall St. Rank held National Vision as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.