FORA Capital’s National Vision EYE Stock Holding History

FORA Capital’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
2024 Q4	–	Sell	-38,917	Closed	-$425K	–	449
2024 Q3	$425K	Buy	+38,917	New	+$454K	0.05%	317
2021 Q3	–	Sell	-9,816	Closed	-$502K	–	515
2021 Q2	$502K	Buy	+9,816	New	+$482K	0.09%	257
2021 Q1	–	Sell	-7,279	Closed	-$330K	–	873
2020 Q4	$330K	Buy	7,279 +6,486	+818%	+$282K	0.05%	386
2020 Q3	$30K	Sell	793 -4,938	-86%	-$172K	0.02%	523
2020 Q2	$175K	Buy	+5,731	New	+$150K	0.06%	376

Other funds holding EYE

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

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

ECM

Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

FORA Capital's EYE Position: Q4 2024 in Review

FORA Capital sold out of National Vision (EYE) in Q4 2024, closing a stake of 38,917 shares — an estimated $425K sold.

FORA Capital first reported a position in EYE in Q2 2020 and held it in 5 quarters. The position peaked at $502K in Q2 2021. 193 funds tracked by Wall St. Rank hold EYE as of Q4 2024.

FORA Capital reported no remaining National Vision position as of Q4 2024 after selling out during the quarter.
FORA Capital sold 38,917 National Vision shares in Q4 2024, an estimated $425K.
FORA Capital first reported a position in National Vision in Q2 2020 and held it in 5 quarters.
FORA Capital's National Vision position peaked at $502K in Q2 2021.
193 funds tracked by Wall St. Rank held National Vision as of Q4 2024.

Based on FORA Capital's 13F filing for Q4 2024, filed 14 Feb 2025.