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Sit Investment Associates’s STAAR Surgical STAA Stock Holding History

Sit Investment 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
-12,105
Closed -$636K – 548
2023
Q2 		$636K Sell
12,105
-16,435
-58% -$1M 0.02% 396
2023
Q1 		$1.82M Sell
28,540
-3,290
-10% -$215K 0.05% 307
2022
Q4 		$1.54M Buy
31,830
+2,215
+7% +$139K 0.04% 313
2022
Q3 		$2.09M Sell
29,615
-505
-2% -$43.2K 0.06% 269
2022
Q2 		$2.14M Buy
30,120
+850
+3% +$54.8K 0.07% 273
2022
Q1 		$2.34M Sell
29,270
-3,910
-12% -$291K 0.06% 278
2021
Q4 		$3.03M Buy
33,180
+6,590
+25% +$707K 0.07% 269
2021
Q3 		$3.42M Sell
26,590
-1,975
-7% -$276K 0.09% 241
2021
Q2 		$4.36M Sell
28,565
-160
-0.6% -$21.1K 0.11% 225
2021
Q1 		$3.03M Hold
28,725
– – 0.08% 262
2020
Q4 		$2.28M Hold
28,725
– – 0.06% 280
2020
Q3 		$1.63M Sell
28,725
-5,050
-15% -$272K 0.05% 300
2020
Q2 		$2.08M Hold
33,775
– – 0.07% 272
2020
Q1 		$1.09M Buy
33,775
+18,150
+116% +$612K 0.04% 316
2019
Q4 		$550K Buy
+15,625
New +$516K 0.02% 381

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

Sit Investment Associates's STAA Position: Q3 2023 in Review

Sit Investment Associates sold out of STAAR Surgical (STAA) in Q3 2023, closing a stake of 12,105 shares — an estimated $636K sold.

Sit Investment Associates first reported a position in STAA in Q4 2019 and held it in 15 quarters. The position peaked at $4.36M in Q2 2021. 217 funds tracked by Wall St. Rank hold STAA as of Q3 2023.

  • Sit Investment Associates reported no remaining STAAR Surgical position as of Q3 2023 after selling out during the quarter.
  • Sit Investment Associates sold 12,105 STAAR Surgical shares in Q3 2023, an estimated $636K.
  • Sit Investment Associates first reported a position in STAAR Surgical in Q4 2019 and held it in 15 quarters.
  • Sit Investment Associates's STAAR Surgical position peaked at $4.36M in Q2 2021.
  • 217 funds tracked by Wall St. Rank held STAAR Surgical as of Q3 2023.

Based on Sit Investment Associates's 13F filing for Q3 2023, filed 13 Nov 2023.