Sageworth Trust’s National Vision EYE Stock Holding History

Sageworth Trust’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	-425	Closed	-$20K	–	494
2021 Q4	$20K	Sell	425 -1,417	-77%	-$75.9K	﹤0.01%	182
2021 Q3	$105K	Hold	1,842	–	–	0.01%	114
2021 Q2	$94K	Hold	1,842	–	–	0.01%	159
2021 Q1	$81K	Buy	+1,842	New	+$87.8K	0.01%	136

Other funds holding EYE

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

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

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

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

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Sageworth Trust's EYE Position: Q1 2022 in Review

Sageworth Trust sold out of National Vision (EYE) in Q1 2022, closing a stake of 425 shares — an estimated $20K sold.

Sageworth Trust first reported a position in EYE in Q1 2021 and held it in 4 quarters. The position peaked at $105K in Q3 2021. 184 funds tracked by Wall St. Rank hold EYE as of Q1 2022.

Sageworth Trust reported no remaining National Vision position as of Q1 2022 after selling out during the quarter.
Sageworth Trust sold 425 National Vision shares in Q1 2022, an estimated $20K.
Sageworth Trust first reported a position in National Vision in Q1 2021 and held it in 4 quarters.
Sageworth Trust's National Vision position peaked at $105K in Q3 2021.
184 funds tracked by Wall St. Rank held National Vision as of Q1 2022.

Based on Sageworth Trust's 13F filing for Q1 2022, filed 6 May 2022.