Mackenzie Financial
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Mackenzie Financial’s STAAR Surgical STAA Stock Holding History

Mackenzie Financial’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
Q4 		– Sell
-3,168
Closed -$224K – 1572
2022
Q3 		$224K Sell
3,168
-134
-4% -$11.5K ﹤0.01% 1206
2022
Q2 		$234K Buy
3,302
+613
+23% +$39.5K ﹤0.01% 1215
2022
Q1 		$215K Sell
2,689
-25
-0.9% -$1.86K ﹤0.01% 1260
2021
Q4 		$248K Sell
2,714
-20
-0.7% -$2.15K ﹤0.01% 1239
2021
Q3 		$351K Buy
2,734
+1,130
+70% +$158K ﹤0.01% 1078
2021
Q2 		$245K Buy
+1,604
New +$211K ﹤0.01% 1114

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
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
EFM
E Fund Management Guangzhou, China $3.37B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Mackenzie Financial's STAA Position: Q4 2022 in Review

Mackenzie Financial sold out of STAAR Surgical (STAA) in Q4 2022, closing a stake of 3,168 shares — an estimated $224K sold.

Mackenzie Financial first reported a position in STAA in Q2 2021 and held it in 6 quarters. The position peaked at $351K in Q3 2021. 275 funds tracked by Wall St. Rank hold STAA as of Q4 2022.

  • Mackenzie Financial reported no remaining STAAR Surgical position as of Q4 2022 after selling out during the quarter.
  • Mackenzie Financial sold 3,168 STAAR Surgical shares in Q4 2022, an estimated $224K.
  • Mackenzie Financial first reported a position in STAAR Surgical in Q2 2021 and held it in 6 quarters.
  • Mackenzie Financial's STAAR Surgical position peaked at $351K in Q3 2021.
  • 275 funds tracked by Wall St. Rank held STAAR Surgical as of Q4 2022.

Based on Mackenzie Financial's 13F filing for Q4 2022, filed 14 Feb 2023.