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Occudo Quantitative Strategies’s STAAR Surgical STAA Stock Holding History

Occudo Quantitative Strategies’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
2024
Q1 		– Sell
-9,580
Closed -$299K – 1018
2023
Q4 		$299K Buy
+9,580
New +$344K 0.04% 538
2023
Q3 		– Sell
-23,031
Closed -$1.21M – 1292
2023
Q2 		$1.21M Buy
+23,031
New +$1.4M 0.13% 266
2022
Q1 		– Sell
-5,109
Closed -$466K – 1314
2021
Q4 		$466K Buy
5,109
+847
+20% +$90.9K 0.04% 637
2021
Q3 		$548K Buy
+4,262
New +$596K 0.07% 503

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $20.1B AUM 26.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Occudo Quantitative Strategies's STAA Position: Q1 2024 in Review

Occudo Quantitative Strategies sold out of STAAR Surgical (STAA) in Q1 2024, closing a stake of 9,580 shares — an estimated $299K sold.

Occudo Quantitative Strategies first reported a position in STAA in Q3 2021 and held it in 4 quarters. The position peaked at $1.21M in Q2 2023. 198 funds tracked by Wall St. Rank hold STAA as of Q1 2024.

  • Occudo Quantitative Strategies reported no remaining STAAR Surgical position as of Q1 2024 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 9,580 STAAR Surgical shares in Q1 2024, an estimated $299K.
  • Occudo Quantitative Strategies first reported a position in STAAR Surgical in Q3 2021 and held it in 4 quarters.
  • Occudo Quantitative Strategies's STAAR Surgical position peaked at $1.21M in Q2 2023.
  • 198 funds tracked by Wall St. Rank held STAAR Surgical as of Q1 2024.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2024, filed 15 May 2024.