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Waddell & Reed Financial’s STAAR Surgical STAA Stock Holding History

Waddell & Reed Financial’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
2020
Q3 		– Sell
-466,647
Closed -$28.7M – 483
2020
Q2 		$28.7M Sell
466,647
-573,918
-55% -$23.4M 0.07% 276
2020
Q1 		$33.6M Sell
1,040,565
-157,886
-13% -$5.32M 0.11% 212
2019
Q4 		$42.1M Sell
1,198,451
-59,242
-5% -$1.95M 0.1% 224
2019
Q3 		$32.4M Buy
1,257,693
+337,542
+37% +$10.3M 0.08% 256
2019
Q2 		$27M Buy
920,151
+146,283
+19% +$4.22M 0.07% 294
2019
Q1 		$26.5M Buy
+773,868
New +$27.4M 0.07% 309

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
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIM
Elephas Investment Management Hong Kong $367M AUM 189.12% 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

Waddell & Reed Financial's STAA Position: Q3 2020 in Review

Waddell & Reed Financial sold out of STAAR Surgical (STAA) in Q3 2020, closing a stake of 466,647 shares — an estimated $28.7M sold.

Waddell & Reed Financial first reported a position in STAA in Q1 2019 and held it in 6 quarters. The position peaked at $42.1M in Q4 2019. 177 funds tracked by Wall St. Rank hold STAA as of Q3 2020.

  • Waddell & Reed Financial reported no remaining STAAR Surgical position as of Q3 2020 after selling out during the quarter.
  • Waddell & Reed Financial sold 466,647 STAAR Surgical shares in Q3 2020, an estimated $28.7M.
  • Waddell & Reed Financial first reported a position in STAAR Surgical in Q1 2019 and held it in 6 quarters.
  • Waddell & Reed Financial's STAAR Surgical position peaked at $42.1M in Q4 2019.
  • 177 funds tracked by Wall St. Rank held STAAR Surgical as of Q3 2020.

Based on Waddell & Reed Financial's 13F filing for Q3 2020, filed 13 Nov 2020.