LF
EYE icon

Lee Financial’s National Vision EYE Stock Holding History

Lee Financial’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
Q1 		– Sell
-153
Closed -$7K – 826
2021
Q4 		$7K Buy
+153
New +$8.19K ﹤0.01% 549
2018
Q3 		– Sell
-100
Closed -$4K – 544
2018
Q2 		$4K Sell
100
-100
-50% -$3.49K ﹤0.01% 642
2018
Q1 		$6K Buy
+200
New +$7.3K ﹤0.01% 592

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 $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Lee Financial's EYE Position: Q1 2022 in Review

Lee Financial sold out of National Vision (EYE) in Q1 2022, closing a stake of 153 shares — an estimated $7K sold.

Lee Financial first reported a position in EYE in Q1 2018 and held it in 3 quarters. The position peaked at $7K in Q4 2021. 184 funds tracked by Wall St. Rank hold EYE as of Q1 2022.

  • Lee Financial reported no remaining National Vision position as of Q1 2022 after selling out during the quarter.
  • Lee Financial sold 153 National Vision shares in Q1 2022, an estimated $7K.
  • Lee Financial first reported a position in National Vision in Q1 2018 and held it in 3 quarters.
  • Lee Financial's National Vision position peaked at $7K in Q4 2021.
  • 184 funds tracked by Wall St. Rank held National Vision as of Q1 2022.

Based on Lee Financial's 13F filing for Q1 2022, filed 11 May 2022.