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Nicholas Investment Partners’s STAAR Surgical STAA Stock Holding History

Nicholas Investment Partners’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
-166,316
Closed -$11.7M – 193
2022
Q3 		$11.7M Buy
+166,316
New +$14.2M 1.09% 32
2014
Q3 		– Sell
-163,067
Closed -$2.74M – 323
2014
Q2 		$2.74M Buy
163,067
+3,092
+2% +$50.9K 0.16% 206
2014
Q1 		$3.01M Buy
159,975
+31,281
+24% +$504K 0.25% 134
2013
Q4 		$2.08M Buy
128,694
+10,069
+8% +$135K 0.16% 198
2013
Q3 		$1.61M Buy
+118,625
New +$1.39M 0.13% 239

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

Nicholas Investment Partners's STAA Position: Q4 2022 in Review

Nicholas Investment Partners sold out of STAAR Surgical (STAA) in Q4 2022, closing a stake of 166,316 shares — an estimated $11.7M sold.

Nicholas Investment Partners first reported a position in STAA in Q3 2013 and held it in 5 quarters. The position peaked at $11.7M in Q3 2022. 275 funds tracked by Wall St. Rank hold STAA as of Q4 2022.

  • Nicholas Investment Partners reported no remaining STAAR Surgical position as of Q4 2022 after selling out during the quarter.
  • Nicholas Investment Partners sold 166,316 STAAR Surgical shares in Q4 2022, an estimated $11.7M.
  • Nicholas Investment Partners first reported a position in STAAR Surgical in Q3 2013 and held it in 5 quarters.
  • Nicholas Investment Partners's STAAR Surgical position peaked at $11.7M in Q3 2022.
  • 275 funds tracked by Wall St. Rank held STAAR Surgical as of Q4 2022.

Based on Nicholas Investment Partners's 13F filing for Q4 2022, filed 10 Feb 2023.