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Everence Capital Management’s STAAR Surgical STAA Stock Holding History

Everence Capital 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
2024
Q4 		– Sell
-5,820
Closed -$216K – 1018
2024
Q3 		$216K Sell
5,820
-2,190
-27% -$81.7K 0.01% 697
2024
Q2 		$368 Hold
8,010
– – 0.03% 472
2024
Q1 		$307 Hold
8,010
– – 0.02% 553
2023
Q4 		$250K Hold
8,010
– – 0.02% 621
2023
Q3 		$322 Buy
+8,010
New +$375K 0.03% 521

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $20.1B AUM 26.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return

Everence Capital Management's STAA Position: Q4 2024 in Review

Everence Capital Management sold out of STAAR Surgical (STAA) in Q4 2024, closing a stake of 5,820 shares — an estimated $216K sold.

Everence Capital Management first reported a position in STAA in Q3 2023 and held it in 5 quarters. The position peaked at $250K in Q4 2023. 212 funds tracked by Wall St. Rank hold STAA as of Q4 2024.

  • Everence Capital Management reported no remaining STAAR Surgical position as of Q4 2024 after selling out during the quarter.
  • Everence Capital Management sold 5,820 STAAR Surgical shares in Q4 2024, an estimated $216K.
  • Everence Capital Management first reported a position in STAAR Surgical in Q3 2023 and held it in 5 quarters.
  • Everence Capital Management's STAAR Surgical position peaked at $250K in Q4 2023.
  • 212 funds tracked by Wall St. Rank held STAAR Surgical as of Q4 2024.

Based on Everence Capital Management's 13F filing for Q4 2024, filed 3 Jan 2025.