Aspire Private Capital’s STAAR Surgical STAA Stock Holding History

Aspire Private Capital’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
2024 Q4	–	Sell	-1,500	Closed	-$55.7K	–	564
2024 Q3	$55.7K	Hold	1,500	–	–	0.01%	226
2024 Q2	$71.4K	Hold	1,500	–	–	0.02%	214
2024 Q1	$57.4K	Hold	1,500	–	–	0.02%	225
2023 Q4	$46.8K	Hold	1,500	–	–	0.01%	228
2023 Q3	$60.3K	Hold	1,500	–	–	0.02%	202
2023 Q2	$78.9K	Hold	1,500	–	–	0.03%	174
2023 Q1	$95.9K	Hold	1,500	–	–	0.03%	155
2022 Q4	$72.8K	Hold	1,500	–	–	0.03%	163
2022 Q3	$106K	Hold	1,500	–	–	0.04%	149
2022 Q2	$106K	Hold	1,500	–	–	0.04%	151
2022 Q1	$120K	Hold	1,500	–	–	0.04%	153
2021 Q4	$137K	Hold	1,500	–	–	0.04%	155
2021 Q3	$193K	Hold	1,500	–	–	0.06%	138
2021 Q2	$229K	Hold	1,500	–	–	0.07%	135
2021 Q1	$158K	Hold	1,500	–	–	0.06%	158
2020 Q4	$119K	Hold	1,500	–	–	0.05%	165
2020 Q3	$85K	Buy	+1,500	New	+$80.8K	0.03%	181
2020 Q1	–	Sell	-1,500	Closed	-$53K	–	447
2019 Q4	$53K	Hold	1,500	–	–	0.02%	195
2019 Q3	$39K	Hold	1,500	–	–	0.02%	197
2019 Q2	$44K	Hold	1,500	–	–	0.02%	204
2019 Q1	$51K	Buy	+1,500	New	+$53.1K	0.03%	230

Other funds holding STAA

Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return

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

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

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $20.1B AUM 26.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ACM

American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return

Aspire Private Capital's STAA Position: Q4 2024 in Review

Aspire Private Capital sold out of STAAR Surgical (STAA) in Q4 2024, closing a stake of 1,500 shares — an estimated $55.7K sold.

Aspire Private Capital first reported a position in STAA in Q1 2019 and held it in 21 quarters. The position peaked at $229K in Q2 2021. 212 funds tracked by Wall St. Rank hold STAA as of Q4 2024.

Aspire Private Capital reported no remaining STAAR Surgical position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 1,500 STAAR Surgical shares in Q4 2024, an estimated $55.7K.
Aspire Private Capital first reported a position in STAAR Surgical in Q1 2019 and held it in 21 quarters.
Aspire Private Capital's STAAR Surgical position peaked at $229K in Q2 2021.
212 funds tracked by Wall St. Rank held STAAR Surgical as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.