Luther King Capital Management (LKCM)
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Luther King Capital Management (LKCM)’s STAAR Surgical STAA Stock Holding History

Luther King Capital Management (LKCM)’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
Q1 		– Sell
-61,148
Closed -$1.91M – 607
2023
Q4 		$1.91M Sell
61,148
-3,573
-6% -$128K 0.01% 318
2023
Q3 		$2.6M Sell
64,721
-7,328
-10% -$343K 0.01% 284
2023
Q2 		$3.79M Sell
72,049
-117
-0.2% -$7.13K 0.02% 247
2023
Q1 		$4.62M Sell
72,166
-42,459
-37% -$2.77M 0.02% 202
2022
Q4 		$5.56M Sell
114,625
-2,661
-2% -$167K 0.03% 172
2022
Q3 		$8.28M Buy
117,286
+1,156
+1% +$98.9K 0.05% 152
2022
Q2 		$8.24M Sell
116,130
-270
-0.2% -$17.4K 0.05% 155
2022
Q1 		$9.3M Buy
116,400
+13,119
+13% +$977K 0.05% 151
2021
Q4 		$9.43M Buy
103,281
+174
+0.2% +$18.7K 0.04% 148
2021
Q3 		$13.3M Sell
103,107
-18,595
-15% -$2.6M 0.07% 134
2021
Q2 		$18.6M Sell
121,702
-16,904
-12% -$2.23M 0.09% 121
2021
Q1 		$14.6M Sell
138,606
-17,849
-11% -$1.79M 0.08% 127
2020
Q4 		$12.4M Sell
156,455
-689
-0.4% -$50.4K 0.07% 131
2020
Q3 		$8.89M Sell
157,144
-19,700
-11% -$1.06M 0.06% 140
2020
Q2 		$10.9M Sell
176,844
-7,700
-4% -$315K 0.08% 128
2020
Q1 		$5.95M Buy
184,544
+5,395
+3% +$182K 0.05% 141
2019
Q4 		$6.3M Sell
179,149
-28,265
-14% -$933K 0.04% 166
2019
Q3 		$5.35M Buy
207,414
+4,269
+2% +$130K 0.04% 174
2019
Q2 		$5.97M Buy
203,145
+49,915
+33% +$1.44M 0.04% 169
2019
Q1 		$5.24M Sell
153,230
-11,640
-7% -$412K 0.04% 177
2018
Q4 		$5.26M Buy
164,870
+14,955
+10% +$583K 0.05% 170
2018
Q3 		$7.2M Sell
149,915
-7,315
-5% -$300K 0.05% 160
2018
Q2 		$4.87M Sell
157,230
-6,160
-4% -$144K 0.04% 183
2018
Q1 		$2.42M Buy
163,390
+142,795
+693% +$2.23M 0.02% 266
2017
Q4 		$319K Buy
+20,595
New +$306K ﹤0.01% 457

Other funds holding STAA

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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
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $20.1B AUM 26.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Luther King Capital Management (LKCM)'s STAA Position: Q1 2024 in Review

Luther King Capital Management (LKCM) sold out of STAAR Surgical (STAA) in Q1 2024, closing a stake of 61,148 shares — an estimated $1.91M sold.

Luther King Capital Management (LKCM) first reported a position in STAA in Q4 2017 and held it in 25 quarters. The position peaked at $18.6M in Q2 2021. 198 funds tracked by Wall St. Rank hold STAA as of Q1 2024.

  • Luther King Capital Management (LKCM) reported no remaining STAAR Surgical position as of Q1 2024 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 61,148 STAAR Surgical shares in Q1 2024, an estimated $1.91M.
  • Luther King Capital Management (LKCM) first reported a position in STAAR Surgical in Q4 2017 and held it in 25 quarters.
  • Luther King Capital Management (LKCM)'s STAAR Surgical position peaked at $18.6M in Q2 2021.
  • 198 funds tracked by Wall St. Rank held STAAR Surgical as of Q1 2024.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q1 2024, filed 14 May 2024.