Sectoral Asset Management’s STAAR Surgical STAA Stock Holding History

Sectoral Asset Management’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 Q4	–	Sell	-47,000	Closed	-$1.89M	–	124
2023 Q3	$1.89M	Buy	+47,000	New	+$2.2M	0.37%	83
2023 Q1	–	Sell	-44,000	Closed	-$2.14M	–	127
2022 Q4	$2.14M	Sell	44,000 -18,500	-30%	-$1.16M	0.41%	78
2022 Q3	$4.41M	Hold	62,500	–	–	0.87%	50
2022 Q2	$4.43M	Hold	62,500	–	–	0.89%	48
2022 Q1	$4.99M	Hold	62,500	–	–	0.89%	46
2021 Q4	$5.71M	Buy	62,500 +15,200	+32%	+$1.63M	0.86%	46
2021 Q3	$6.08M	Buy	47,300 +4,300	+10%	+$602K	0.51%	81
2021 Q2	$6.56M	Buy	+43,000	New	+$5.66M	0.53%	75

Other funds holding STAA

Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

PAI

Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Sectoral Asset Management's STAA Position: Q4 2023 in Review

Sectoral Asset Management sold out of STAAR Surgical (STAA) in Q4 2023, closing a stake of 47,000 shares — an estimated $1.89M sold.

Sectoral Asset Management first reported a position in STAA in Q2 2021 and held it in 8 quarters. The position peaked at $6.56M in Q2 2021. 207 funds tracked by Wall St. Rank hold STAA as of Q4 2023.

Sectoral Asset Management reported no remaining STAAR Surgical position as of Q4 2023 after selling out during the quarter.
Sectoral Asset Management sold 47,000 STAAR Surgical shares in Q4 2023, an estimated $1.89M.
Sectoral Asset Management first reported a position in STAAR Surgical in Q2 2021 and held it in 8 quarters.
Sectoral Asset Management's STAAR Surgical position peaked at $6.56M in Q2 2021.
207 funds tracked by Wall St. Rank held STAAR Surgical as of Q4 2023.

Based on Sectoral Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.