EI
STAA icon

Ellevest Inc’s STAAR Surgical STAA Stock Holding History

Ellevest Inc’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
-8
Closed -$502 – 1953
2022
Q3 		$1K Hold
8
– – ﹤0.01% 1523
2022
Q2 		$1K Hold
8
– – ﹤0.01% 1321
2022
Q1 		$1K Hold
8
– – ﹤0.01% 1340
2021
Q4 		$1K Sell
8
-2
-20% -$215 ﹤0.01% 1328
2021
Q3 		$1K Buy
10
+1
+11% +$140 ﹤0.01% 1320
2021
Q2 		$1K Buy
9
+1
+13% +$132 ﹤0.01% 1203
2021
Q1 		$1K Hold
8
– – ﹤0.01% 1202
2020
Q4 		$1K Hold
8
– – ﹤0.01% 1111
2020
Q3 		$0 Hold
8
– – ﹤0.01% 1314
2020
Q2 		$0 Sell
8
-18
-69% -$735 ﹤0.01% 1323
2020
Q1 		$1K Buy
26
+10
+63% +$337 ﹤0.01% 979
2019
Q4 		$1K Buy
+16
New +$528 ﹤0.01% 868

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
EFM
E Fund Management Guangzhou, China $3.37B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Ellevest Inc's STAA Position: Q4 2022 in Review

Ellevest Inc sold out of STAAR Surgical (STAA) in Q4 2022, closing a stake of 8 shares — an estimated $502 sold.

Ellevest Inc first reported a position in STAA in Q4 2019 and held it in 12 quarters. The position peaked at $1K in Q3 2022. 275 funds tracked by Wall St. Rank hold STAA as of Q4 2022.

  • Ellevest Inc reported no remaining STAAR Surgical position as of Q4 2022 after selling out during the quarter.
  • Ellevest Inc sold 8 STAAR Surgical shares in Q4 2022, an estimated $502.
  • Ellevest Inc first reported a position in STAAR Surgical in Q4 2019 and held it in 12 quarters.
  • Ellevest Inc's STAAR Surgical position peaked at $1K in Q3 2022.
  • 275 funds tracked by Wall St. Rank held STAAR Surgical as of Q4 2022.

Based on Ellevest Inc's 13F filing for Q4 2022, filed 3 Feb 2023.