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Northwest & Ethical Investments’s STAAR Surgical STAA Stock Holding History

Northwest & Ethical Investments’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
-37,339
Closed -$907K – 528
2024
Q4 		$907K Sell
37,339
-2,828
-7% -$80.8K 0.02% 315
2024
Q3 		$1.49M Sell
40,167
-1,717
-4% -$64K 0.04% 272
2024
Q2 		$1.99M Hold
41,884
– – 0.06% 246
2024
Q1 		$1.6M Hold
41,884
– – 0.05% 262
2023
Q4 		$1.31M Hold
41,884
– – 0.04% 256
2023
Q3 		$1.68M Sell
41,884
-20,947
-33% -$981K 0.06% 243
2023
Q2 		$3.3M Buy
62,831
+2,978
+5% +$181K 0.11% 210
2023
Q1 		$3.83M Sell
59,853
-2,597
-4% -$169K 0.13% 198
2022
Q4 		$3.03M Buy
62,450
+7,812
+14% +$490K 0.1% 210
2022
Q3 		$3.85M Hold
54,638
– – 0.15% 180
2022
Q2 		$3.88M Buy
54,638
+2,471
+5% +$159K 0.15% 176
2022
Q1 		$4.17M Buy
52,167
+31,767
+156% +$2.37M 0.13% 187
2021
Q4 		$1.86M Buy
+20,400
New +$2.19M 0.06% 247

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
AC
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
Geode Capital Management
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

Northwest & Ethical Investments's STAA Position: Q1 2025 in Review

Northwest & Ethical Investments sold out of STAAR Surgical (STAA) in Q1 2025, closing a stake of 37,339 shares — an estimated $907K sold.

Northwest & Ethical Investments first reported a position in STAA in Q4 2021 and held it in 13 quarters. The position peaked at $4.17M in Q1 2022. 185 funds tracked by Wall St. Rank hold STAA as of Q1 2025.

  • Northwest & Ethical Investments reported no remaining STAAR Surgical position as of Q1 2025 after selling out during the quarter.
  • Northwest & Ethical Investments sold 37,339 STAAR Surgical shares in Q1 2025, an estimated $907K.
  • Northwest & Ethical Investments first reported a position in STAAR Surgical in Q4 2021 and held it in 13 quarters.
  • Northwest & Ethical Investments's STAAR Surgical position peaked at $4.17M in Q1 2022.
  • 185 funds tracked by Wall St. Rank held STAAR Surgical as of Q1 2025.

Based on Northwest & Ethical Investments's 13F filing for Q1 2025, filed 13 May 2025.