Silvercrest Asset Management’s STAAR Surgical STAA Stock Holding History

Silvercrest 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 Q3	–	Sell	-91,440	Closed	-$4.81M	–	859
2023 Q2	$4.81M	Buy	91,440 +29,632	+48%	+$1.8M	0.03%	373
2023 Q1	$3.95M	Buy	+61,808	New	+$4.03M	0.03%	384
2021 Q2	–	Sell	-58,457	Closed	-$6.16M	–	863
2021 Q1	$6.16M	Sell	58,457 -26,367	-31%	-$2.64M	0.04%	342
2020 Q4	$6.72M	Sell	84,824 -33,227	-28%	-$2.43M	0.05%	309
2020 Q3	$6.68M	Sell	118,051 -2,177	-2%	-$117K	0.06%	282
2020 Q2	$7.4M	Sell	120,228 -35,384	-23%	-$1.45M	0.07%	249
2020 Q1	$5.02M	Sell	155,612 -19,311	-11%	-$651K	0.05%	272
2019 Q4	$6.15M	Sell	174,923 -61,873	-26%	-$2.04M	0.05%	300
2019 Q3	$6.11M	Buy	+236,796	New	+$7.2M	0.05%	290

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

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 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 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

Silvercrest Asset Management's STAA Position: Q3 2023 in Review

Silvercrest Asset Management sold out of STAAR Surgical (STAA) in Q3 2023, closing a stake of 91,440 shares — an estimated $4.81M sold.

Silvercrest Asset Management first reported a position in STAA in Q3 2019 and held it in 9 quarters. The position peaked at $7.4M in Q2 2020. 217 funds tracked by Wall St. Rank hold STAA as of Q3 2023.

Silvercrest Asset Management reported no remaining STAAR Surgical position as of Q3 2023 after selling out during the quarter.
Silvercrest Asset Management sold 91,440 STAAR Surgical shares in Q3 2023, an estimated $4.81M.
Silvercrest Asset Management first reported a position in STAAR Surgical in Q3 2019 and held it in 9 quarters.
Silvercrest Asset Management's STAAR Surgical position peaked at $7.4M in Q2 2020.
217 funds tracked by Wall St. Rank held STAAR Surgical as of Q3 2023.

Based on Silvercrest Asset Management's 13F filing for Q3 2023, filed 14 Nov 2023.