Mather Group’s STAAR Surgical STAA Stock Holding History

Mather Group’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
2025 Q1	–	Sell	-10	Closed	-$243	–	1855
2024 Q4	$243	Hold	10	–	–	﹤0.01%	1691
2024 Q3	$372	Hold	10	–	–	﹤0.01%	1634
2024 Q2	$383	Hold	10	–	–	﹤0.01%	2088
2024 Q1	$312	Buy	+10	New	+$325	﹤0.01%	1704

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

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

SCM

Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $20.1B AUM 26.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ACM

American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return

Mather Group's STAA Position: Q1 2025 in Review

Mather Group sold out of STAAR Surgical (STAA) in Q1 2025, closing a stake of 10 shares — an estimated $243 sold.

Mather Group first reported a position in STAA in Q1 2024 and held it in 4 quarters. The position peaked at $383 in Q2 2024. 185 funds tracked by Wall St. Rank hold STAA as of Q1 2025.

Mather Group reported no remaining STAAR Surgical position as of Q1 2025 after selling out during the quarter.
Mather Group sold 10 STAAR Surgical shares in Q1 2025, an estimated $243.
Mather Group first reported a position in STAAR Surgical in Q1 2024 and held it in 4 quarters.
Mather Group's STAAR Surgical position peaked at $383 in Q2 2024.
185 funds tracked by Wall St. Rank held STAAR Surgical as of Q1 2025.

Based on Mather Group's 13F filing for Q1 2025, filed 25 Apr 2025.