Bartlett & Co’s STAAR Surgical STAA Stock Holding History

Bartlett & Co’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 Q3	–	Sell	-84	Closed	-$6K	–	1259
2022 Q2	$6K	Buy	+84	New	+$5.41K	﹤0.01%	984
2021 Q1	–	Sell	-37	Closed	-$3K	–	1163
2020 Q4	$3K	Buy	+37	New	+$2.71K	﹤0.01%	873

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

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

EFM

E Fund Management Guangzhou, China $3.37B AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bartlett & Co's STAA Position: Q3 2022 in Review

Bartlett & Co sold out of STAAR Surgical (STAA) in Q3 2022, closing a stake of 84 shares — an estimated $6K sold.

Bartlett & Co first reported a position in STAA in Q4 2020 and held it in 2 quarters. The position peaked at $6K in Q2 2022. 304 funds tracked by Wall St. Rank hold STAA as of Q3 2022.

Bartlett & Co reported no remaining STAAR Surgical position as of Q3 2022 after selling out during the quarter.
Bartlett & Co sold 84 STAAR Surgical shares in Q3 2022, an estimated $6K.
Bartlett & Co first reported a position in STAAR Surgical in Q4 2020 and held it in 2 quarters.
Bartlett & Co's STAAR Surgical position peaked at $6K in Q2 2022.
304 funds tracked by Wall St. Rank held STAAR Surgical as of Q3 2022.

Based on Bartlett & Co's 13F filing for Q3 2022, filed 17 Oct 2022.