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Vanguard Personalized Indexing Management’s STAAR Surgical STAA Stock Holding History

Vanguard Personalized Indexing 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
2022
Q4 		– Sell
-3,267
Closed -$230K – 1333
2022
Q3 		$230K Buy
+3,267
New +$280K 0.01% 1058

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
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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
EFM
E Fund Management Guangzhou, China $3.37B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Vanguard Personalized Indexing Management's STAA Position: Q4 2022 in Review

Vanguard Personalized Indexing Management sold out of STAAR Surgical (STAA) in Q4 2022, closing a stake of 3,267 shares — an estimated $230K sold.

Vanguard Personalized Indexing Management first reported a position in STAA in Q3 2022 and held it in 1 quarter. The position peaked at $230K in Q3 2022. 275 funds tracked by Wall St. Rank hold STAA as of Q4 2022.

  • Vanguard Personalized Indexing Management reported no remaining STAAR Surgical position as of Q4 2022 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 3,267 STAAR Surgical shares in Q4 2022, an estimated $230K.
  • Vanguard Personalized Indexing Management first reported a position in STAAR Surgical in Q3 2022 and held it in 1 quarter.
  • Vanguard Personalized Indexing Management's STAAR Surgical position peaked at $230K in Q3 2022.
  • 275 funds tracked by Wall St. Rank held STAAR Surgical as of Q4 2022.

Based on Vanguard Personalized Indexing Management's 13F filing for Q4 2022, filed 10 Feb 2023.