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Berman Capital Advisors’s STAAR Surgical STAA Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$20K Buy
156
+23
+17% +$3.22K ﹤0.01% 989
2021
Q2 		$20K Buy
133
+19
+17% +$2.5K ﹤0.01% 917
2021
Q1 		$12K Buy
+114
New +$11.4K ﹤0.01% 973

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Berman Capital Advisors's STAA Position: Q3 2021 in Review

Berman Capital Advisors increased its STAAR Surgical (STAA) stake by 17% in Q3 2021, buying an estimated $3.22K and bringing the position to 156 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #989.

Berman Capital Advisors first reported a position in STAA in Q1 2021 and has held it in 3 quarters since. 291 funds tracked by Wall St. Rank hold STAA as of Q3 2021.

  • Berman Capital Advisors held 156 shares of STAAR Surgical worth $20K as of Q3 2021.
  • Berman Capital Advisors bought 23 STAAR Surgical shares in Q3 2021, an estimated $3.22K.
  • STAAR Surgical made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #989 holding.
  • Berman Capital Advisors first reported a position in STAAR Surgical in Q1 2021 and has held it in 3 quarters since.
  • 291 funds tracked by Wall St. Rank held STAAR Surgical as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.