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Altshuler Shaham’s STAAR Surgical STAA Stock Holding History

Altshuler Shaham’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
2022
Q4 		– Sell
-283
Closed -$20K – 594
2022
Q3 		$20K Buy
+283
New +$24.2K ﹤0.01% 398
2021
Q3 		– Sell
-775
Closed -$118K – 655
2021
Q2 		$118K Sell
775
-319
-29% -$42K ﹤0.01% 299
2021
Q1 		$115K Sell
1,094
-45
-4% -$4.51K ﹤0.01% 208
2020
Q4 		$90K Buy
1,139
+625
+122% +$45.7K ﹤0.01% 228
2020
Q3 		$29K Buy
514
+72
+16% +$3.88K ﹤0.01% 286
2020
Q2 		$27K Buy
+442
New +$18.1K ﹤0.01% 239
2019
Q1 		– Sell
-228
Closed -$7K – 339
2018
Q4 		$7K Buy
228
+83
+57% +$3.23K ﹤0.01% 240
2018
Q3 		$7K Buy
+145
New +$5.94K ﹤0.01% 223

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
EFM
E Fund Management Guangzhou, China $3.37B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Altshuler Shaham's STAA Position: Q4 2022 in Review

Altshuler Shaham sold out of STAAR Surgical (STAA) in Q4 2022, closing a stake of 283 shares — an estimated $20K sold.

Altshuler Shaham first reported a position in STAA in Q3 2018 and held it in 8 quarters. The position peaked at $118K in Q2 2021. 275 funds tracked by Wall St. Rank hold STAA as of Q4 2022.

  • Altshuler Shaham reported no remaining STAAR Surgical position as of Q4 2022 after selling out during the quarter.
  • Altshuler Shaham sold 283 STAAR Surgical shares in Q4 2022, an estimated $20K.
  • Altshuler Shaham first reported a position in STAAR Surgical in Q3 2018 and held it in 8 quarters.
  • Altshuler Shaham's STAAR Surgical position peaked at $118K in Q2 2021.
  • 275 funds tracked by Wall St. Rank held STAAR Surgical as of Q4 2022.

Based on Altshuler Shaham's 13F filing for Q4 2022, filed 15 Feb 2023.