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Bellecapital’s STAAR Surgical STAA Stock Holding History

Bellecapital’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
Q4 		– Sell
-5,779
Closed -$232K – 166
2023
Q3 		$232K Hold
5,779
– – 0.06% 149
2023
Q2 		$304K Sell
5,779
-2,633
-31% -$160K 0.07% 133
2023
Q1 		$538K Buy
8,412
+225
+3% +$14.7K 0.13% 106
2022
Q4 		$397K Sell
8,187
-225
-3% -$14.1K 0.11% 122
2022
Q3 		$593K Buy
8,412
+100
+1% +$8.56K 0.18% 90
2022
Q2 		$590K Sell
8,312
-100
-1% -$6.44K 0.16% 97
2022
Q1 		$672K Hold
8,412
– – 0.21% 90
2021
Q4 		$768K Sell
8,412
-137
-2% -$14.7K 0.22% 84
2021
Q3 		$1.1M Hold
8,549
– – 0.34% 64
2021
Q2 		$1.3M Hold
8,549
– – 0.4% 54
2021
Q1 		$901K Sell
8,549
-4,860
-36% -$487K 0.28% 67
2020
Q4 		$1.06M Sell
13,409
-1,872
-12% -$137K 0.35% 56
2020
Q3 		$864K Buy
+15,281
New +$823K 0.4% 50

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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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

Bellecapital's STAA Position: Q4 2023 in Review

Bellecapital sold out of STAAR Surgical (STAA) in Q4 2023, closing a stake of 5,779 shares — an estimated $232K sold.

Bellecapital first reported a position in STAA in Q3 2020 and held it in 13 quarters. The position peaked at $1.3M in Q2 2021. 207 funds tracked by Wall St. Rank hold STAA as of Q4 2023.

  • Bellecapital reported no remaining STAAR Surgical position as of Q4 2023 after selling out during the quarter.
  • Bellecapital sold 5,779 STAAR Surgical shares in Q4 2023, an estimated $232K.
  • Bellecapital first reported a position in STAAR Surgical in Q3 2020 and held it in 13 quarters.
  • Bellecapital's STAAR Surgical position peaked at $1.3M in Q2 2021.
  • 207 funds tracked by Wall St. Rank held STAAR Surgical as of Q4 2023.

Based on Bellecapital's 13F filing for Q4 2023, filed 22 Jan 2024.