Aubrey Capital Management’s STAAR Surgical STAA Stock Holding History

Aubrey Capital Management’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	-62,400	Closed	-$3.99M	–	56
2023 Q1	$3.99M	Hold	62,400	–	–	2.31%	15
2022 Q4	$3.03M	Sell	62,400 -3,100	-5%	-$194K	2.43%	15
2022 Q3	$4.62M	Hold	65,500	–	–	3.96%	6
2022 Q2	$4.65M	Buy	65,500 +10,100	+18%	+$651K	3.74%	9
2022 Q1	$4.43M	Buy	55,400 +10,400	+23%	+$775K	2.53%	14
2021 Q4	$4.11M	Hold	45,000	–	–	1.6%	24
2021 Q3	$5.78M	Buy	45,000 +8,900	+25%	+$1.25M	1.82%	27
2021 Q2	$5.5M	Buy	+36,100	New	+$4.76M	1.6%	25
2018 Q4	–	Sell	-77,500	Closed	-$3.72M	–	35
2018 Q3	$3.72M	Hold	77,500	–	–	1.84%	22
2018 Q2	$2.42M	Buy	+77,500	New	+$1.81M	1.13%	33

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

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

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 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 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

Aubrey Capital Management's STAA Position: Q2 2023 in Review

Aubrey Capital Management sold out of STAAR Surgical (STAA) in Q2 2023, closing a stake of 62,400 shares — an estimated $3.99M sold.

Aubrey Capital Management first reported a position in STAA in Q2 2018 and held it in 10 quarters. The position peaked at $5.78M in Q3 2021. 245 funds tracked by Wall St. Rank hold STAA as of Q2 2023.

Aubrey Capital Management reported no remaining STAAR Surgical position as of Q2 2023 after selling out during the quarter.
Aubrey Capital Management sold 62,400 STAAR Surgical shares in Q2 2023, an estimated $3.99M.
Aubrey Capital Management first reported a position in STAAR Surgical in Q2 2018 and held it in 10 quarters.
Aubrey Capital Management's STAAR Surgical position peaked at $5.78M in Q3 2021.
245 funds tracked by Wall St. Rank held STAAR Surgical as of Q2 2023.

Based on Aubrey Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.