JCM
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Jacobi Capital Management’s National Vision EYE Stock Holding History

Jacobi Capital Management’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
Q1 		– Sell
-40
Closed -$2K – 1385
2020
Q4 		$2K Hold
40
– – ﹤0.01% 1154
2020
Q3 		$2K Hold
40
– – ﹤0.01% 1090
2020
Q2 		$1K Hold
40
– – ﹤0.01% 1130
2020
Q1 		$1K Buy
+40
New +$1.25K ﹤0.01% 1033

Other funds holding EYE

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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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Jacobi Capital Management's EYE Position: Q1 2021 in Review

Jacobi Capital Management sold out of National Vision (EYE) in Q1 2021, closing a stake of 40 shares — an estimated $2K sold.

Jacobi Capital Management first reported a position in EYE in Q1 2020 and held it in 4 quarters. The position peaked at $2K in Q4 2020. 203 funds tracked by Wall St. Rank hold EYE as of Q1 2021.

  • Jacobi Capital Management reported no remaining National Vision position as of Q1 2021 after selling out during the quarter.
  • Jacobi Capital Management sold 40 National Vision shares in Q1 2021, an estimated $2K.
  • Jacobi Capital Management first reported a position in National Vision in Q1 2020 and held it in 4 quarters.
  • Jacobi Capital Management's National Vision position peaked at $2K in Q4 2020.
  • 203 funds tracked by Wall St. Rank held National Vision as of Q1 2021.

Based on Jacobi Capital Management's 13F filing for Q1 2021, filed 11 May 2021.