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Ergoteles’s STAAR Surgical STAA Stock Holding History

Ergoteles’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
Q2 		– Sell
-13,704
Closed -$876K – 1500
2023
Q1 		$876K Buy
13,704
+7,366
+116% +$481K 0.03% 545
2022
Q4 		$308K Buy
6,338
+3,315
+110% +$208K 0.01% 901
2022
Q3 		$213K Sell
3,023
-4,179
-58% -$358K 0.01% 1144
2022
Q2 		$511K Buy
+7,202
New +$464K 0.02% 828
2022
Q1 		– Sell
-17,859
Closed -$1.63M – 1618
2021
Q4 		$1.63M Buy
17,859
+9,181
+106% +$985K 0.06% 295
2021
Q3 		$1.11M Buy
+8,678
New +$1.21M 0.04% 352

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
Anatole Investment Management Central, Hong Kong $716M AUM 502.49% 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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Geode Capital Management
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

Ergoteles's STAA Position: Q2 2023 in Review

Ergoteles sold out of STAAR Surgical (STAA) in Q2 2023, closing a stake of 13,704 shares — an estimated $876K sold.

Ergoteles first reported a position in STAA in Q3 2021 and held it in 6 quarters. The position peaked at $1.63M in Q4 2021. 245 funds tracked by Wall St. Rank hold STAA as of Q2 2023.

  • Ergoteles reported no remaining STAAR Surgical position as of Q2 2023 after selling out during the quarter.
  • Ergoteles sold 13,704 STAAR Surgical shares in Q2 2023, an estimated $876K.
  • Ergoteles first reported a position in STAAR Surgical in Q3 2021 and held it in 6 quarters.
  • Ergoteles's STAAR Surgical position peaked at $1.63M in Q4 2021.
  • 245 funds tracked by Wall St. Rank held STAAR Surgical as of Q2 2023.

Based on Ergoteles's 13F filing for Q2 2023, filed 14 Aug 2023.