EIM
STAA icon

Essex Investment Management’s STAAR Surgical STAA Stock Holding History

Essex Investment 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
2014
Q3 		– Sell
-220,918
Closed -$3.71M – 378
2014
Q2 		$3.71M Sell
220,918
-1,637
-0.7% -$26.9K 0.55% 51
2014
Q1 		$4.18M Sell
222,555
-3,258
-1% -$52.5K 0.61% 37
2013
Q4 		$3.66M Buy
225,813
+3,363
+2% +$45K 0.52% 49
2013
Q3 		$3.01M Sell
222,450
-18,624
-8% -$219K 0.46% 66
2013
Q2 		$2.45M Buy
+241,074
New +$1.95M 0.43% 73

Other funds holding STAA

BC
Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
TAM
Tiverton Asset Management Wilimington, Delaware $2.88B AUM 5.6% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return

Essex Investment Management's STAA Position: Q3 2014 in Review

Essex Investment Management sold out of STAAR Surgical (STAA) in Q3 2014, closing a stake of 220,918 shares — an estimated $3.71M sold.

Essex Investment Management first reported a position in STAA in Q2 2013 and held it in 5 quarters. The position peaked at $4.18M in Q1 2014. 85 funds tracked by Wall St. Rank hold STAA as of Q3 2014.

  • Essex Investment Management reported no remaining STAAR Surgical position as of Q3 2014 after selling out during the quarter.
  • Essex Investment Management sold 220,918 STAAR Surgical shares in Q3 2014, an estimated $3.71M.
  • Essex Investment Management first reported a position in STAAR Surgical in Q2 2013 and held it in 5 quarters.
  • Essex Investment Management's STAAR Surgical position peaked at $4.18M in Q1 2014.
  • 85 funds tracked by Wall St. Rank held STAAR Surgical as of Q3 2014.

Based on Essex Investment Management's 13F filing for Q3 2014, filed 29 Oct 2014.