Joseph P. Lucia & Associates’s National Vision EYE Stock Holding History

Joseph P. Lucia & Associates’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
2022 Q3	–	Sell	-700	Closed	-$19K	–	209
2022 Q2	$19K	Hold	700	–	–	0.01%	253
2022 Q1	$30K	Buy	+700	New	+$28.4K	0.02%	225
2021 Q4	–	Sell	-700	Closed	-$40K	–	257
2021 Q3	$40K	Hold	700	–	–	0.02%	236
2021 Q2	$36K	Hold	700	–	–	0.02%	245
2021 Q1	$31K	Hold	700	–	–	0.01%	247
2020 Q4	$32K	Buy	+700	New	+$30.4K	0.02%	220
2020 Q3	–	Sell	-700	Closed	-$21K	–	197
2020 Q2	$21K	Hold	700	–	–	0.02%	239
2020 Q1	$14K	Hold	700	–	–	0.02%	255
2019 Q4	$23K	Hold	700	–	–	0.02%	230
2019 Q3	$17K	Hold	700	–	–	0.02%	259
2019 Q2	$22K	Sell	700 -20,251	-97%	-$581K	0.02%	236
2019 Q1	$700	Buy	+20,951	New	+$659K	0.05%	142

Other funds holding EYE

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

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

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

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Joseph P. Lucia & Associates's EYE Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of National Vision (EYE) in Q3 2022, closing a stake of 700 shares — an estimated $19K sold.

Joseph P. Lucia & Associates first reported a position in EYE in Q1 2019 and held it in 12 quarters. The position peaked at $40K in Q3 2021. 192 funds tracked by Wall St. Rank hold EYE as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining National Vision position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 700 National Vision shares in Q3 2022, an estimated $19K.
Joseph P. Lucia & Associates first reported a position in National Vision in Q1 2019 and held it in 12 quarters.
Joseph P. Lucia & Associates's National Vision position peaked at $40K in Q3 2021.
192 funds tracked by Wall St. Rank held National Vision as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.