Jefferies Group’s STAAR Surgical STAA Stock Holding History

Jefferies Group’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
2022 Q3	–	Sell	-30,000	Closed	-$2.13M	–	1921
2022 Q2	$2.13M	Buy	30,000 +5,000	+20%	+$322K	0.02%	596
2022 Q1	$2M	Buy	25,000 +15,000	+150%	+$1.12M	0.01%	690
2021 Q4	$913K	Buy	+10,000	New	+$1.07M	0.01%	1022
2020 Q3	–	Sell	-26,100	Closed	-$1.61K	–	1535
2020 Q2	$1.61K	Buy	+26,100	New	+$1.07M	0.02%	636

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Jefferies Group's STAA Position: Q3 2022 in Review

Jefferies Group sold out of STAAR Surgical (STAA) in Q3 2022, closing a stake of 15,750 shares — an estimated $1.12M sold.

Jefferies Group first reported a position in STAA in Q2 2020 and held it in 4 quarters. The position peaked at $2.34M in Q4 2021. 304 funds tracked by Wall St. Rank hold STAA as of Q3 2022.

Jefferies Group reported no remaining STAAR Surgical position as of Q3 2022 after selling out during the quarter.
Jefferies Group sold 15,750 STAAR Surgical shares in Q3 2022, an estimated $1.12M.
Jefferies Group first reported a position in STAAR Surgical in Q2 2020 and held it in 4 quarters.
Jefferies Group's STAAR Surgical position peaked at $2.34M in Q4 2021.
304 funds tracked by Wall St. Rank held STAAR Surgical as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.