Ergoteles’s National Vision EYE Stock Holding History

Ergoteles’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	–	Sell	-7,400	Closed	-$378K	–	1349
2021 Q2	$378K	Buy	+7,400	New	+$363K	0.01%	944
2020 Q4	–	Sell	-5,400	Closed	-$206K	–	740
2020 Q3	$206K	Buy	+5,400	New	+$188K	0.03%	472

Other funds holding EYE

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

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

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ergoteles's EYE Position: Q3 2021 in Review

Ergoteles sold out of National Vision (EYE) in Q3 2021, closing a stake of 7,400 shares — an estimated $378K sold.

Ergoteles first reported a position in EYE in Q3 2020 and held it in 2 quarters. The position peaked at $378K in Q2 2021. 198 funds tracked by Wall St. Rank hold EYE as of Q3 2021.

Ergoteles reported no remaining National Vision position as of Q3 2021 after selling out during the quarter.
Ergoteles sold 7,400 National Vision shares in Q3 2021, an estimated $378K.
Ergoteles first reported a position in National Vision in Q3 2020 and held it in 2 quarters.
Ergoteles's National Vision position peaked at $378K in Q2 2021.
198 funds tracked by Wall St. Rank held National Vision as of Q3 2021.

Based on Ergoteles's 13F filing for Q3 2021, filed 15 Nov 2021.