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Advisory Research’s STAAR Surgical STAA Stock Holding History

Advisory Research’s Portfolio STAA Stock Details STAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-17,457
Closed -$1.12M – 488
2023
Q1 		$1.12M Sell
17,457
-5,620
-24% -$367K 0.18% 143
2022
Q4 		$1.12M Sell
23,077
-39,905
-63% -$2.5M 0.11% 146
2022
Q3 		$4.44M Buy
62,982
+8,770
+16% +$751K 0.43% 45
2022
Q2 		$3.85M Sell
54,212
-16,961
-24% -$1.09M 0.38% 52
2022
Q1 		$5.69M Buy
71,173
+11,742
+20% +$874K 0.46% 45
2021
Q4 		$5.43M Buy
59,431
+9,030
+18% +$969K 0.43% 56
2021
Q3 		$6.48M Sell
50,401
-835
-2% -$117K 0.42% 73
2021
Q2 		$7.81M Sell
51,236
-5,600
-10% -$738K 0.51% 67
2021
Q1 		$5.99M Sell
56,836
-7,041
-11% -$705K 0.42% 77
2020
Q4 		$5.06M Buy
63,877
+2,223
+4% +$163K 0.37% 81
2020
Q3 		$3.49M Sell
61,654
-15,268
-20% -$822K 0.34% 81
2020
Q2 		$4.73M Buy
76,922
+21,623
+39% +$883K 0.42% 71
2020
Q1 		$1.78M Sell
55,299
-23,631
-30% -$796K 0.12% 96
2019
Q4 		$2.78M Buy
78,930
+23,478
+42% +$775K 0.13% 97
2019
Q3 		$1.43M Sell
55,452
-60,612
-52% -$1.84M 0.07% 144
2019
Q2 		$3.41M Sell
116,064
-4,736
-4% -$137K 0.07% 144
2019
Q1 		$4.13M Buy
120,800
+4,583
+4% +$162K 0.08% 127
2018
Q4 		$3.71M Sell
116,217
-26,910
-19% -$1.05M 0.08% 142
2018
Q3 		$6.87M Buy
143,127
+14,805
+12% +$606K 0.11% 124
2018
Q2 		$3.98M Buy
+128,322
New +$3M 0.06% 166

Other funds holding STAA

BC
Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
Anatole Investment Management Central, Hong Kong $716M AUM 502.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Advisory Research's STAA Position: Q2 2023 in Review

Advisory Research sold out of STAAR Surgical (STAA) in Q2 2023, closing a stake of 17,457 shares — an estimated $1.12M sold.

Advisory Research first reported a position in STAA in Q2 2018 and held it in 20 quarters. The position peaked at $7.81M in Q2 2021. 245 funds tracked by Wall St. Rank hold STAA as of Q2 2023.

  • Advisory Research reported no remaining STAAR Surgical position as of Q2 2023 after selling out during the quarter.
  • Advisory Research sold 17,457 STAAR Surgical shares in Q2 2023, an estimated $1.12M.
  • Advisory Research first reported a position in STAAR Surgical in Q2 2018 and held it in 20 quarters.
  • Advisory Research's STAAR Surgical position peaked at $7.81M in Q2 2021.
  • 245 funds tracked by Wall St. Rank held STAAR Surgical as of Q2 2023.

Based on Advisory Research's 13F filing for Q2 2023, filed 14 Aug 2023.