Cerity Partners’s STAAR Surgical STAA Stock Holding History

Cerity Partners’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
2024 Q3	–	Sell	-5,014	Closed	-$239K	–	2599
2024 Q2	$239K	Sell	5,014 -1,824	-27%	-$79.9K	﹤0.01%	1935
2024 Q1	$262K	Buy	+6,838	New	+$222K	﹤0.01%	1945
2023 Q1	–	Sell	-4,592	Closed	-$223K	–	1891
2022 Q4	$223K	Buy	+4,592	New	+$288K	﹤0.01%	1280

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

PAI

Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $20.1B AUM 26.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cerity Partners's STAA Position: Q3 2024 in Review

Cerity Partners sold out of STAAR Surgical (STAA) in Q3 2024, closing a stake of 5,014 shares — an estimated $239K sold.

Cerity Partners first reported a position in STAA in Q4 2022 and held it in 3 quarters. The position peaked at $262K in Q1 2024. 236 funds tracked by Wall St. Rank hold STAA as of Q3 2024.

Cerity Partners reported no remaining STAAR Surgical position as of Q3 2024 after selling out during the quarter.
Cerity Partners sold 5,014 STAAR Surgical shares in Q3 2024, an estimated $239K.
Cerity Partners first reported a position in STAAR Surgical in Q4 2022 and held it in 3 quarters.
Cerity Partners's STAAR Surgical position peaked at $262K in Q1 2024.
236 funds tracked by Wall St. Rank held STAAR Surgical as of Q3 2024.

Based on Cerity Partners's 13F filing for Q3 2024, filed 12 Nov 2024.