AG
STAA icon

Aperio Group’s STAAR Surgical STAA Stock Holding History

Aperio Group’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
2020
Q4 		$640K Buy
8,075
+1,359
+20% +$99.4K ﹤0.01% 1846
2020
Q3 		$380K Buy
6,716
+795
+13% +$42.8K ﹤0.01% 1963
2020
Q2 		$364K Buy
+5,921
New +$242K ﹤0.01% 1937
2019
Q3 		– Sell
-1,458
Closed -$43K – 2700
2019
Q2 		$43K Buy
+1,458
New +$42.1K ﹤0.01% 2560

Other funds holding STAA

BC
Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Aperio Group's STAA Position: Q4 2020 in Review

Aperio Group increased its STAAR Surgical (STAA) stake by 20% in Q4 2020, buying an estimated $99.4K and bringing the position to 8,075 shares worth $640K. The position accounts for ﹤0.01% of the portfolio, ranked #1846.

Aperio Group first reported a position in STAA in Q2 2019 and has held it in 4 quarters since. 194 funds tracked by Wall St. Rank hold STAA as of Q4 2020.

  • Aperio Group held 8,075 shares of STAAR Surgical worth $640K as of Q4 2020.
  • Aperio Group bought 1,359 STAAR Surgical shares in Q4 2020, an estimated $99.4K.
  • STAAR Surgical made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1846 holding.
  • Aperio Group first reported a position in STAAR Surgical in Q2 2019 and has held it in 4 quarters since.
  • 194 funds tracked by Wall St. Rank held STAAR Surgical as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.