ClearBridge Investments’s STAAR Surgical STAA Stock Holding History

ClearBridge Investments’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	-539,905	Closed	-$21.7M	–	760
2023 Q3	$21.7M	Sell	539,905 -1,478	-0.3%	-$69.2K	0.02%	413
2023 Q2	$28.5M	Buy	541,383 +1,165	+0.2%	+$70.9K	0.03%	393
2023 Q1	$34.5M	Buy	540,218 +14,930	+3%	+$974K	0.03%	373
2022 Q4	$25.5M	Buy	525,288 +4,451	+0.9%	+$279K	0.03%	404
2022 Q3	$36.7M	Buy	520,837 +2,300	+0.4%	+$197K	0.04%	355
2022 Q2	$36.8M	Buy	518,537 +113,848	+28%	+$7.34M	0.03%	371
2022 Q1	$32.3M	Buy	+404,689	New	+$30.1M	0.02%	410

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

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

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

ClearBridge Investments's STAA Position: Q4 2023 in Review

ClearBridge Investments sold out of STAAR Surgical (STAA) in Q4 2023, closing a stake of 539,905 shares — an estimated $21.7M sold.

ClearBridge Investments first reported a position in STAA in Q1 2022 and held it in 7 quarters. The position peaked at $36.8M in Q2 2022. 207 funds tracked by Wall St. Rank hold STAA as of Q4 2023.

ClearBridge Investments reported no remaining STAAR Surgical position as of Q4 2023 after selling out during the quarter.
ClearBridge Investments sold 539,905 STAAR Surgical shares in Q4 2023, an estimated $21.7M.
ClearBridge Investments first reported a position in STAAR Surgical in Q1 2022 and held it in 7 quarters.
ClearBridge Investments's STAAR Surgical position peaked at $36.8M in Q2 2022.
207 funds tracked by Wall St. Rank held STAAR Surgical as of Q4 2023.

Based on ClearBridge Investments's 13F filing for Q4 2023, filed 9 Feb 2024.