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Joel Greenblatt’s STAAR Surgical STAA Stock Holding History

Joel Greenblatt’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

BC
Broadwood Capital New York $1.91B AUM 44.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
AIM
Anatole Investment Management Central, Hong Kong $590M AUM 751.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $724M AUM 96.91% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EFM
E Fund Management Guangzhou, China $4.46B AUM

Joel Greenblatt's STAA Position: Q1 2023 in Review

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

Joel Greenblatt 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.

  • Joel Greenblatt reported no remaining STAAR Surgical position as of Q1 2023 after selling out during the quarter.
  • Joel Greenblatt sold 25,368 STAAR Surgical shares in Q1 2023, an estimated $1.23M.
  • Joel Greenblatt first reported a position in STAAR Surgical in Q2 2018 and held it in 14 quarters.
  • Joel Greenblatt'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.