NewEdge Advisors’s National Vision EYE Stock Holding History

NewEdge Advisors’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
2023 Q1	–	Sell	-78	Closed	-$3.02K	–	3649
2022 Q4	$3.02K	Buy	+78	New	+$2.92K	﹤0.01%	2727
2021 Q4	–	Sell	-26,649	Closed	-$1.51M	–	1658
2021 Q3	$1.51M	Sell	26,649 -2,843	-10%	-$157K	0.04%	395
2021 Q2	$1.51M	Sell	29,492 -1,921	-6%	-$94.2K	0.04%	380
2021 Q1	$1.38M	Buy	+31,413	New	+$1.5M	0.04%	373

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

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

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

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

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

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

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

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

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

NewEdge Advisors's EYE Position: Q1 2023 in Review

NewEdge Advisors sold out of National Vision (EYE) in Q1 2023, closing a stake of 78 shares — an estimated $3.02K sold.

NewEdge Advisors first reported a position in EYE in Q1 2021 and held it in 4 quarters. The position peaked at $1.51M in Q3 2021. 182 funds tracked by Wall St. Rank hold EYE as of Q1 2023.

NewEdge Advisors reported no remaining National Vision position as of Q1 2023 after selling out during the quarter.
NewEdge Advisors sold 78 National Vision shares in Q1 2023, an estimated $3.02K.
NewEdge Advisors first reported a position in National Vision in Q1 2021 and held it in 4 quarters.
NewEdge Advisors's National Vision position peaked at $1.51M in Q3 2021.
182 funds tracked by Wall St. Rank held National Vision as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.