West Branch Capital’s National Vision EYE Stock Holding History

West Branch Capital’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 Q2	–	Sell	-218	Closed	-$4.11K	–	455
2023 Q1	$4.11K	Buy	+218	New	+$7.1K	﹤0.01%	370

Other funds holding EYE

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

WHCM

Wolf Hill Capital Management Greenwich, Connecticut $1.03B AUM 80.44% 1-Year Est. Return

West Branch Capital's EYE Position: Q2 2023 in Review

West Branch Capital sold out of National Vision (EYE) in Q2 2023, closing a stake of 218 shares — an estimated $4.11K sold.

West Branch Capital first reported a position in EYE in Q1 2023 and held it in 1 quarter. The position peaked at $4.11K in Q1 2023. 194 funds tracked by Wall St. Rank hold EYE as of Q2 2023.

West Branch Capital reported no remaining National Vision position as of Q2 2023 after selling out during the quarter.
West Branch Capital sold 218 National Vision shares in Q2 2023, an estimated $4.11K.
West Branch Capital first reported a position in National Vision in Q1 2023 and held it in 1 quarter.
West Branch Capital's National Vision position peaked at $4.11K in Q1 2023.
194 funds tracked by Wall St. Rank held National Vision as of Q2 2023.

Based on West Branch Capital's 13F filing for Q2 2023, filed 7 Aug 2023.