Ken Fisher
STAA icon

Ken Fisher’s STAAR Surgical STAA Stock Holding History

Ken Fisher’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
Q4 		– Sell
-256
Closed -$10.3K – 1112
2023
Q3 		$10.3K Hold
256
– – ﹤0.01% 1095
2023
Q2 		$13.5K Sell
256
-59
-19% -$3.59K ﹤0.01% 1092
2023
Q1 		$20.1K Buy
+315
New +$20.6K ﹤0.01% 1030

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Ken Fisher's STAA Position: Q4 2023 in Review

Ken Fisher sold out of STAAR Surgical (STAA) in Q4 2023, closing a stake of 256 shares — an estimated $10.3K sold.

Ken Fisher first reported a position in STAA in Q1 2023 and held it in 3 quarters. The position peaked at $20.1K in Q1 2023. 207 funds tracked by Wall St. Rank hold STAA as of Q4 2023.

  • Ken Fisher reported no remaining STAAR Surgical position as of Q4 2023 after selling out during the quarter.
  • Ken Fisher sold 256 STAAR Surgical shares in Q4 2023, an estimated $10.3K.
  • Ken Fisher first reported a position in STAAR Surgical in Q1 2023 and held it in 3 quarters.
  • Ken Fisher's STAAR Surgical position peaked at $20.1K in Q1 2023.
  • 207 funds tracked by Wall St. Rank held STAAR Surgical as of Q4 2023.

Based on Fisher Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.