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Royce & Associates’s STAAR Surgical STAA Stock Holding History

Royce & Associates’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
Q3 		– Sell
-18,618
Closed -$979K – 947
2023
Q2 		$979K Sell
18,618
-24,632
-57% -$1.5M 0.01% 760
2023
Q1 		$2.77M Sell
43,250
-14,000
-24% -$914K 0.03% 611
2022
Q4 		$2.78M Hold
57,250
– – 0.03% 597
2022
Q3 		$4.04M Sell
57,250
-734
-1% -$62.8K 0.05% 491
2022
Q2 		$4.11M Buy
57,984
+2,039
+4% +$131K 0.04% 533
2022
Q1 		$4.47M Buy
55,945
+695
+1% +$51.8K 0.04% 575
2021
Q4 		$5.04M Hold
55,250
– – 0.04% 563
2021
Q3 		$7.1M Sell
55,250
-5,100
-8% -$714K 0.05% 512
2021
Q2 		$9.2M Buy
60,350
+1,200
+2% +$158K 0.06% 449
2021
Q1 		$6.24M Buy
59,150
+5,150
+10% +$516K 0.04% 558
2020
Q4 		$4.28M Sell
54,000
-110,041
-67% -$8.05M 0.04% 577
2020
Q3 		$9.28M Buy
164,041
+23,900
+17% +$1.29M 0.1% 298
2020
Q2 		$8.62M Hold
140,141
– – 0.1% 307
2020
Q1 		$4.52M Buy
140,141
+26,500
+23% +$893K 0.06% 403
2019
Q4 		$4M Buy
+113,641
New +$3.75M 0.04% 545
2014
Q4 		– Sell
-233,276
Closed -$2.48M – 1373
2014
Q3 		$2.48M Hold
233,276
– – 0.01% 966
2014
Q2 		$3.92M Hold
233,276
– – 0.01% 916
2014
Q1 		$4.39M Hold
233,276
– – 0.01% 912
2013
Q4 		$3.78M Buy
+233,276
New +$3.12M 0.01% 950

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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Royce & Associates's STAA Position: Q3 2023 in Review

Royce & Associates sold out of STAAR Surgical (STAA) in Q3 2023, closing a stake of 18,618 shares — an estimated $979K sold.

Royce & Associates first reported a position in STAA in Q4 2013 and held it in 19 quarters. The position peaked at $9.28M in Q3 2020. 217 funds tracked by Wall St. Rank hold STAA as of Q3 2023.

  • Royce & Associates reported no remaining STAAR Surgical position as of Q3 2023 after selling out during the quarter.
  • Royce & Associates sold 18,618 STAAR Surgical shares in Q3 2023, an estimated $979K.
  • Royce & Associates first reported a position in STAAR Surgical in Q4 2013 and held it in 19 quarters.
  • Royce & Associates's STAAR Surgical position peaked at $9.28M in Q3 2020.
  • 217 funds tracked by Wall St. Rank held STAAR Surgical as of Q3 2023.

Based on Royce & Associates's 13F filing for Q3 2023, filed 9 Nov 2023.