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USA Financial Formulas’s STAAR Surgical STAA Stock Holding History

USA Financial Formulas’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
2021
Q3 		– Sell
-1,952
Closed -$298K – 473
2021
Q2 		$298K Buy
+1,952
New +$257K 0.25% 114
2021
Q1 		– Sell
-2,235
Closed -$177K – 427
2020
Q4 		$177K Buy
+2,235
New +$164K 0.14% 118

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

USA Financial Formulas's STAA Position: Q3 2021 in Review

USA Financial Formulas sold out of STAAR Surgical (STAA) in Q3 2021, closing a stake of 1,952 shares — an estimated $298K sold.

USA Financial Formulas first reported a position in STAA in Q4 2020 and held it in 2 quarters. The position peaked at $298K in Q2 2021. 290 funds tracked by Wall St. Rank hold STAA as of Q3 2021.

  • USA Financial Formulas reported no remaining STAAR Surgical position as of Q3 2021 after selling out during the quarter.
  • USA Financial Formulas sold 1,952 STAAR Surgical shares in Q3 2021, an estimated $298K.
  • USA Financial Formulas first reported a position in STAAR Surgical in Q4 2020 and held it in 2 quarters.
  • USA Financial Formulas's STAAR Surgical position peaked at $298K in Q2 2021.
  • 290 funds tracked by Wall St. Rank held STAAR Surgical as of Q3 2021.

Based on USA Financial Formulas's 13F filing for Q3 2021, filed 8 Nov 2021.