Weil Company’s STAAR Surgical STAA Stock Holding History

Weil Company’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 Q2	–	Sell	-3,250	Closed	-$208K	–	152
2023 Q1	$208K	Buy	+3,250	New	+$212K	0.09%	132
2022 Q4	–	Sell	-3,250	Closed	-$229K	–	145
2022 Q3	$229K	Hold	3,250	–	–	0.14%	107
2022 Q2	$231K	Hold	3,250	–	–	0.13%	111
2022 Q1	$260K	Hold	3,250	–	–	0.13%	112
2021 Q4	$297K	Hold	3,250	–	–	0.14%	112
2021 Q3	$418K	Buy	+3,250	New	+$455K	0.22%	85

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AIM

Anatole Investment Management Central, Hong Kong $716M AUM 502.49% 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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 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

Weil Company's STAA Position: Q2 2023 in Review

Weil Company sold out of STAAR Surgical (STAA) in Q2 2023, closing a stake of 3,250 shares — an estimated $208K sold.

Weil Company first reported a position in STAA in Q3 2021 and held it in 6 quarters. The position peaked at $418K in Q3 2021. 245 funds tracked by Wall St. Rank hold STAA as of Q2 2023.

Weil Company reported no remaining STAAR Surgical position as of Q2 2023 after selling out during the quarter.
Weil Company sold 3,250 STAAR Surgical shares in Q2 2023, an estimated $208K.
Weil Company first reported a position in STAAR Surgical in Q3 2021 and held it in 6 quarters.
Weil Company's STAAR Surgical position peaked at $418K in Q3 2021.
245 funds tracked by Wall St. Rank held STAAR Surgical as of Q2 2023.

Based on Weil Company's 13F filing for Q2 2023, filed 8 Aug 2023.