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Caption Management’s STAAR Surgical STAA Stock Holding History

Caption 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
2026
Q1 		– Sell
-47,900
Closed -$1.11M – 2035
2025
Q4 		$1.11M Sell
47,900
-40,100
-46% -$1.03M 0.01% 1026
2025
Q3 		$2.36M Buy
+88,000
New +$2.1M 0.02% 780
2023
Q2 		– Sell
-125,000
Closed -$7.99M – 1391
2023
Q1 		$7.99M Sell
125,000
-80,800
-39% -$5.27M 0.15% 152
2022
Q4 		$9.99M Sell
205,800
-75,700
-27% -$4.75M 0.16% 166
2022
Q3 		$19.9M Buy
281,500
+131,500
+88% +$11.3M 0.27% 69
2022
Q2 		$10.6M Buy
150,000
+128,700
+604% +$8.29M 0.15% 173
2022
Q1 		$1.7M Buy
+21,300
New +$1.59M 0.02% 807
2021
Q4 		– Sell
-67,500
Closed -$8.68M – 1915
2021
Q3 		$8.68M Buy
+67,500
New +$9.45M 0.1% 263
2020
Q3 		– Sell
-4,200
Closed -$258K – 1241
2020
Q2 		$258K Sell
4,200
-39,600
-90% -$1.62M 0.01% 773
2020
Q1 		$1.41M Sell
43,800
-41,200
-48% -$1.39M 0.08% 330
2019
Q4 		$2.99M Sell
85,000
-204,000
-71% -$6.73M 0.1% 274
2019
Q3 		$7.45M Buy
+289,000
New +$8.78M 0.39% 63

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
YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AIM
Anatole Investment Management Central, Hong Kong $716M AUM 502.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Caption Management's STAA Position: Q1 2024 in Review

Caption Management sold out of STAAR Surgical (STAA) in Q1 2024, closing a stake of 23,000 shares — an estimated $718K sold.

Caption Management first reported a position in STAA in Q3 2018 and held it in 9 quarters. The position peaked at $1.74M in Q1 2022. 198 funds tracked by Wall St. Rank hold STAA as of Q1 2024.

  • Caption Management reported no remaining STAAR Surgical position as of Q1 2024 after selling out during the quarter.
  • Caption Management sold 23,000 STAAR Surgical shares in Q1 2024, an estimated $718K.
  • Caption Management first reported a position in STAAR Surgical in Q3 2018 and held it in 9 quarters.
  • Caption Management's STAAR Surgical position peaked at $1.74M in Q1 2022.
  • 198 funds tracked by Wall St. Rank held STAAR Surgical as of Q1 2024.

Based on Caption Management's 13F filing for Q1 2024, filed 15 May 2024.