Stewardship Financial Advisors’s National Vision EYE Stock Holding History

Stewardship Financial 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
2021 Q1	$338K	Sell	7,722 -600	-7%	-$28.6K	0.12%	44
2020 Q4	$377K	Hold	8,322	–	–	0.14%	41
2020 Q3	$318K	Sell	8,322 -1,000	-11%	-$34.8K	0.13%	43
2020 Q2	$285K	Buy	+9,322	New	+$245K	0.13%	42
2020 Q1	–	Sell	-9,822	Closed	-$319K	–	69
2019 Q4	$319K	Sell	9,822 -500	-5%	-$13.7K	0.12%	44
2019 Q3	$248K	Buy	10,322 +3,211	+45%	+$93.5K	0.1%	46
2019 Q2	$219K	Sell	7,111 -280	-4%	-$8.03K	0.09%	50
2019 Q1	$232K	Sell	7,391 -64	-0.9%	-$2.01K	0.11%	45
2018 Q4	$210K	Buy	+7,455	New	+$284K	0.11%	44

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

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

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

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Stewardship Financial Advisors's EYE Position: Q1 2021 in Review

Stewardship Financial Advisors reduced its National Vision (EYE) stake by 7.2% in Q1 2021, selling an estimated $28.6K and leaving 7,722 shares worth $338K. The position accounts for 0.12% of the portfolio, ranked #44.

Stewardship Financial Advisors first reported a position in EYE in Q4 2018 and has held it in 9 quarters since. The position peaked at $377K in Q4 2020. 203 funds tracked by Wall St. Rank hold EYE as of Q1 2021.

Stewardship Financial Advisors held 7,722 shares of National Vision worth $338K as of Q1 2021.
Stewardship Financial Advisors sold 600 National Vision shares in Q1 2021, an estimated $28.6K.
National Vision made up 0.12% of Stewardship Financial Advisors's portfolio in Q1 2021, its #44 holding.
Stewardship Financial Advisors first reported a position in National Vision in Q4 2018 and has held it in 9 quarters since.
Stewardship Financial Advisors's National Vision position peaked at $377K in Q4 2020.
203 funds tracked by Wall St. Rank held National Vision as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.