M&R Capital Management’s STAAR Surgical STAA Stock Holding History

M&R Capital 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
2024 Q1	–	Sell	-22	Closed	-$687	–	630
2023 Q4	$687	Hold	22	–	–	﹤0.01%	612
2023 Q3	$884	Hold	22	–	–	﹤0.01%	590
2023 Q2	$1.16K	Hold	22	–	–	﹤0.01%	585
2023 Q1	$1.41K	Hold	22	–	–	﹤0.01%	566
2022 Q4	$1.07K	Buy	+22	New	+$1.38K	﹤0.01%	565

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

M&R Capital Management's STAA Position: Q1 2024 in Review

M&R Capital Management sold out of STAAR Surgical (STAA) in Q1 2024, closing a stake of 22 shares — an estimated $687 sold.

M&R Capital Management first reported a position in STAA in Q4 2022 and held it in 5 quarters. The position peaked at $1.41K in Q1 2023. 198 funds tracked by Wall St. Rank hold STAA as of Q1 2024.

M&R Capital Management reported no remaining STAAR Surgical position as of Q1 2024 after selling out during the quarter.
M&R Capital Management sold 22 STAAR Surgical shares in Q1 2024, an estimated $687.
M&R Capital Management first reported a position in STAAR Surgical in Q4 2022 and held it in 5 quarters.
M&R Capital Management's STAAR Surgical position peaked at $1.41K in Q1 2023.
198 funds tracked by Wall St. Rank held STAAR Surgical as of Q1 2024.

Based on M&R Capital Management's 13F filing for Q1 2024, filed 2 Apr 2024.