Zeke Capital Advisors’s National Vision EYE Stock Holding History

Zeke Capital 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
2022 Q4	–	Sell	-9,852	Closed	-$322K	–	499
2022 Q3	$322K	Hold	9,852	–	–	0.02%	299
2022 Q2	$271K	Hold	9,852	–	–	0.02%	353
2022 Q1	$429K	Buy	9,852 +2,168	+28%	+$87.9K	0.02%	264
2021 Q4	$369K	Hold	7,684	–	–	0.02%	199
2021 Q3	$436K	Sell	7,684 -200	-3%	-$11.1K	0.03%	159
2021 Q2	$403K	Hold	7,884	–	–	0.03%	171
2021 Q1	$346K	Buy	7,884 +1,653	+27%	+$78.8K	0.02%	180
2020 Q4	$282K	Buy	+6,231	New	+$271K	0.02%	206

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

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

Zeke Capital Advisors's EYE Position: Q4 2022 in Review

Zeke Capital Advisors sold out of National Vision (EYE) in Q4 2022, closing a stake of 9,852 shares — an estimated $322K sold.

Zeke Capital Advisors first reported a position in EYE in Q4 2020 and held it in 8 quarters. The position peaked at $436K in Q3 2021. 194 funds tracked by Wall St. Rank hold EYE as of Q4 2022.

Zeke Capital Advisors reported no remaining National Vision position as of Q4 2022 after selling out during the quarter.
Zeke Capital Advisors sold 9,852 National Vision shares in Q4 2022, an estimated $322K.
Zeke Capital Advisors first reported a position in National Vision in Q4 2020 and held it in 8 quarters.
Zeke Capital Advisors's National Vision position peaked at $436K in Q3 2021.
194 funds tracked by Wall St. Rank held National Vision as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.