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Petrus Trust Company’s STAAR Surgical STAA Stock Holding History

Petrus Trust Company’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
2023
Q1 		– Sell
-5,958
Closed -$289K – 685
2022
Q4 		$289K Buy
+5,958
New +$374K 0.04% 280
2020
Q1 		– Sell
-6,613
Closed -$233K – 311
2019
Q4 		$233K Buy
+6,613
New +$218K 0.04% 207

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
AIM
Anatole Investment Management Central, Hong Kong $716M AUM 502.49% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EFM
E Fund Management Guangzhou, China $3.37B AUM

Petrus Trust Company's STAA Position: Q1 2023 in Review

Petrus Trust Company sold out of STAAR Surgical (STAA) in Q1 2023, closing a stake of 5,958 shares — an estimated $289K sold.

Petrus Trust Company first reported a position in STAA in Q4 2019 and held it in 2 quarters. The position peaked at $289K in Q4 2022. 251 funds tracked by Wall St. Rank hold STAA as of Q1 2023.

  • Petrus Trust Company reported no remaining STAAR Surgical position as of Q1 2023 after selling out during the quarter.
  • Petrus Trust Company sold 5,958 STAAR Surgical shares in Q1 2023, an estimated $289K.
  • Petrus Trust Company first reported a position in STAAR Surgical in Q4 2019 and held it in 2 quarters.
  • Petrus Trust Company's STAAR Surgical position peaked at $289K in Q4 2022.
  • 251 funds tracked by Wall St. Rank held STAAR Surgical as of Q1 2023.

Based on Petrus Trust Company's 13F filing for Q1 2023, filed 15 May 2023.