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Fort Sheridan Advisors’s STAAR Surgical STAA Stock Holding History

Fort Sheridan Advisors’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
-5,700
Closed -$212K – 257
2024
Q3 		$212K Hold
5,700
– – 0.03% 234
2024
Q2 		$271K Buy
+5,700
New +$250K 0.04% 197
2023
Q3 		– Sell
-4,700
Closed -$247K – 205
2023
Q2 		$247K Buy
4,700
+1,000
+27% +$60.9K 0.06% 164
2023
Q1 		$237K Buy
+3,700
New +$241K 0.06% 170
2022
Q4 		– Sell
-3,700
Closed -$261K – 188
2022
Q3 		$261K Hold
3,700
– – 0.09% 149
2022
Q2 		$262K Hold
3,700
– – 0.09% 149
2022
Q1 		$296K Hold
3,700
– – 0.09% 145
2021
Q4 		$338K Hold
3,700
– – 0.1% 138
2021
Q3 		$476K Sell
3,700
-100
-3% -$14K 0.16% 107
2021
Q2 		$580K Sell
3,800
-400
-10% -$52.7K 0.19% 92
2021
Q1 		$443K Buy
+4,200
New +$421K 0.18% 87
2019
Q1 		– Sell
-135,000
Closed -$4.31M – 102
2018
Q4 		$4.31M Buy
+135,000
New +$5.26M 3.05% 8

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

Fort Sheridan Advisors's STAA Position: Q4 2024 in Review

Fort Sheridan Advisors sold out of STAAR Surgical (STAA) in Q4 2024, closing a stake of 5,700 shares — an estimated $212K sold.

Fort Sheridan Advisors first reported a position in STAA in Q4 2018 and held it in 12 quarters. The position peaked at $4.31M in Q4 2018. 212 funds tracked by Wall St. Rank hold STAA as of Q4 2024.

  • Fort Sheridan Advisors reported no remaining STAAR Surgical position as of Q4 2024 after selling out during the quarter.
  • Fort Sheridan Advisors sold 5,700 STAAR Surgical shares in Q4 2024, an estimated $212K.
  • Fort Sheridan Advisors first reported a position in STAAR Surgical in Q4 2018 and held it in 12 quarters.
  • Fort Sheridan Advisors's STAAR Surgical position peaked at $4.31M in Q4 2018.
  • 212 funds tracked by Wall St. Rank held STAAR Surgical as of Q4 2024.

Based on Fort Sheridan Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.