Merit Financial Group’s STAAR Surgical STAA Stock Holding History

Merit Financial 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
2022 Q3	–	Sell	-9,642	Closed	-$684K	–	638
2022 Q2	$684K	Buy	+9,642	New	+$621K	0.02%	306

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

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

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

EFM

E Fund Management Guangzhou, China $3.37B AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Merit Financial Group's STAA Position: Q3 2022 in Review

Merit Financial Group sold out of STAAR Surgical (STAA) in Q3 2022, closing a stake of 9,642 shares — an estimated $684K sold.

Merit Financial Group first reported a position in STAA in Q2 2022 and held it in 1 quarter. The position peaked at $684K in Q2 2022. 304 funds tracked by Wall St. Rank hold STAA as of Q3 2022.

Merit Financial Group reported no remaining STAAR Surgical position as of Q3 2022 after selling out during the quarter.
Merit Financial Group sold 9,642 STAAR Surgical shares in Q3 2022, an estimated $684K.
Merit Financial Group first reported a position in STAAR Surgical in Q2 2022 and held it in 1 quarter.
Merit Financial Group's STAAR Surgical position peaked at $684K in Q2 2022.
304 funds tracked by Wall St. Rank held STAAR Surgical as of Q3 2022.

Based on Merit Financial Group's 13F filing for Q3 2022, filed 31 Oct 2022.