Cresset Asset Management’s STAAR Surgical STAA Stock Holding History

Cresset Asset 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
2022 Q4	–	Sell	-10,665	Closed	-$753K	–	870
2022 Q3	$753K	Sell	10,665 -7	-0.1%	-$599	0.01%	414
2022 Q2	$757K	Buy	10,672 +2,004	+23%	+$129K	0.01%	438
2022 Q1	$693K	Buy	8,668 +1,994	+30%	+$148K	0.01%	503
2021 Q4	$610K	Buy	6,674 +1,046	+19%	+$112K	0.01%	631
2021 Q3	$723K	Hold	5,628	–	–	0.01%	492
2021 Q2	$858K	Buy	+5,628	New	+$741K	0.01%	399

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

PAI

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

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

EFM

E Fund Management Guangzhou, China $3.37B AUM

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Cresset Asset Management's STAA Position: Q4 2022 in Review

Cresset Asset Management sold out of STAAR Surgical (STAA) in Q4 2022, closing a stake of 10,665 shares — an estimated $753K sold.

Cresset Asset Management first reported a position in STAA in Q2 2021 and held it in 6 quarters. The position peaked at $858K in Q2 2021. 275 funds tracked by Wall St. Rank hold STAA as of Q4 2022.

Cresset Asset Management reported no remaining STAAR Surgical position as of Q4 2022 after selling out during the quarter.
Cresset Asset Management sold 10,665 STAAR Surgical shares in Q4 2022, an estimated $753K.
Cresset Asset Management first reported a position in STAAR Surgical in Q2 2021 and held it in 6 quarters.
Cresset Asset Management's STAAR Surgical position peaked at $858K in Q2 2021.
275 funds tracked by Wall St. Rank held STAAR Surgical as of Q4 2022.

Based on Cresset Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.