KWILP
EYE icon

Kiwi Wealth Investments Limited Partnership’s National Vision EYE Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
-55,198
Closed -$2.5M – 242
2020
Q4 		$2.5M Sell
55,198
-61,320
-53% -$2.67M 0.15% 168
2020
Q3 		$4.46M Buy
+116,518
New +$4.05M 0.31% 89

Other funds holding EYE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Kiwi Wealth Investments Limited Partnership's EYE Position: Q1 2021 in Review

Kiwi Wealth Investments Limited Partnership sold out of National Vision (EYE) in Q1 2021, closing a stake of 55,198 shares — an estimated $2.5M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in EYE in Q3 2020 and held it in 2 quarters. The position peaked at $4.46M in Q3 2020. 203 funds tracked by Wall St. Rank hold EYE as of Q1 2021.

  • Kiwi Wealth Investments Limited Partnership reported no remaining National Vision position as of Q1 2021 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 55,198 National Vision shares in Q1 2021, an estimated $2.5M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in National Vision in Q3 2020 and held it in 2 quarters.
  • Kiwi Wealth Investments Limited Partnership's National Vision position peaked at $4.46M in Q3 2020.
  • 203 funds tracked by Wall St. Rank held National Vision as of Q1 2021.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q1 2021, filed 18 May 2021.