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Diversified Trust’s STAAR Surgical STAA Stock Holding History

Diversified Trust’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
Q3 		– Sell
-4,005
Closed -$284K – 826
2022
Q2 		$284K Hold
4,005
– – 0.01% 580
2022
Q1 		$320K Buy
4,005
+4
+0.1% +$298 0.01% 596
2021
Q4 		$365K Buy
+4,001
New +$429K 0.01% 564
2014
Q2 		$245K Buy
+14,563
New +$240K 0.02% 500

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EFM
E Fund Management Guangzhou, China $3.37B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Diversified Trust's STAA Position: Q3 2022 in Review

Diversified Trust sold out of STAAR Surgical (STAA) in Q3 2022, closing a stake of 4,005 shares — an estimated $284K sold.

Diversified Trust first reported a position in STAA in Q2 2014 and held it in 4 quarters. The position peaked at $365K in Q4 2021. 304 funds tracked by Wall St. Rank hold STAA as of Q3 2022.

  • Diversified Trust reported no remaining STAAR Surgical position as of Q3 2022 after selling out during the quarter.
  • Diversified Trust sold 4,005 STAAR Surgical shares in Q3 2022, an estimated $284K.
  • Diversified Trust first reported a position in STAAR Surgical in Q2 2014 and held it in 4 quarters.
  • Diversified Trust's STAAR Surgical position peaked at $365K in Q4 2021.
  • 304 funds tracked by Wall St. Rank held STAAR Surgical as of Q3 2022.

Based on Diversified Trust's 13F filing for Q3 2022, filed 14 Oct 2022.