Gotham Asset Management’s STAAR Surgical STAA Stock Holding History

Gotham Asset 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
2023 Q1	–	Sell	-25,368	Closed	-$1.23M	–	1391
2022 Q4	$1.23M	Buy	25,368 +3,493	+16%	+$219K	0.03%	608
2022 Q3	$1.54M	Buy	+21,875	New	+$1.87M	0.05%	487
2022 Q2	–	Sell	-18,504	Closed	-$1.48M	–	1246
2022 Q1	$1.48M	Sell	18,504 -7,939	-30%	-$591K	0.05%	440
2021 Q4	$2.41M	Buy	26,443 +4,022	+18%	+$432K	0.08%	307
2021 Q3	$2.88M	Buy	22,421 +20,300	+957%	+$2.84M	0.12%	228
2021 Q2	$323K	Buy	+2,121	New	+$279K	0.01%	820
2020 Q3	–	Sell	-3,723	Closed	-$229K	–	1129
2020 Q2	$229K	Sell	3,723 -19,537	-84%	-$798K	0.01%	921
2020 Q1	$750K	Buy	23,260 +15,769	+211%	+$531K	0.02%	627
2019 Q4	$263K	Buy	+7,491	New	+$247K	﹤0.01%	971
2019 Q3	–	Sell	-11,548	Closed	-$339K	–	1211
2019 Q2	$339K	Sell	11,548 -8,560	-43%	-$247K	0.01%	911
2019 Q1	$687K	Sell	20,108 -11,647	-37%	-$412K	0.01%	764
2018 Q4	$1.01M	Buy	31,755 +7,568	+31%	+$295K	0.02%	626
2018 Q3	$1.16M	Buy	24,187 +14,113	+140%	+$578K	0.02%	587
2018 Q2	$312K	Buy	+10,074	New	+$236K	﹤0.01%	773

Other funds holding STAA

Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

AIM

Anatole Investment Management Central, Hong Kong $716M AUM 502.49% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EFM

E Fund Management Guangzhou, China $3.37B AUM

Gotham Asset Management's STAA Position: Q1 2023 in Review

Gotham Asset Management sold out of STAAR Surgical (STAA) in Q1 2023, closing a stake of 25,368 shares — an estimated $1.23M sold.

Gotham Asset Management first reported a position in STAA in Q2 2018 and held it in 14 quarters. The position peaked at $2.88M in Q3 2021. 251 funds tracked by Wall St. Rank hold STAA as of Q1 2023.

Gotham Asset Management reported no remaining STAAR Surgical position as of Q1 2023 after selling out during the quarter.
Gotham Asset Management sold 25,368 STAAR Surgical shares in Q1 2023, an estimated $1.23M.
Gotham Asset Management first reported a position in STAAR Surgical in Q2 2018 and held it in 14 quarters.
Gotham Asset Management's STAAR Surgical position peaked at $2.88M in Q3 2021.
251 funds tracked by Wall St. Rank held STAAR Surgical as of Q1 2023.

Based on Gotham Asset Management's 13F filing for Q1 2023, filed 15 May 2023.