MilWealth Group’s STAAR Surgical STAA Stock Holding History

MilWealth 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
2020 Q2	–	Sell	-100	Closed	-$3.23K	–	72
2020 Q1	$3.23K	Buy	+100	New	+$3.37K	﹤0.01%	56

Other funds holding STAA

Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PAI

Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

GCM

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

MilWealth Group's STAA Position: Q2 2020 in Review

MilWealth Group sold out of STAAR Surgical (STAA) in Q2 2020, closing a stake of 100 shares — an estimated $3.23K sold.

MilWealth Group first reported a position in STAA in Q1 2020 and held it in 1 quarter. The position peaked at $3.23K in Q1 2020. 192 funds tracked by Wall St. Rank hold STAA as of Q2 2020.

MilWealth Group reported no remaining STAAR Surgical position as of Q2 2020 after selling out during the quarter.
MilWealth Group sold 100 STAAR Surgical shares in Q2 2020, an estimated $3.23K.
MilWealth Group first reported a position in STAAR Surgical in Q1 2020 and held it in 1 quarter.
MilWealth Group's STAAR Surgical position peaked at $3.23K in Q1 2020.
192 funds tracked by Wall St. Rank held STAAR Surgical as of Q2 2020.

Based on MilWealth Group's 13F filing for Q2 2020, filed 9 May 2023.