Whittier Trust’s STAAR Surgical STAA Stock Holding History

Whittier Trust’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 Q2	–	Sell	-14	Closed	-$1K	–	1764
2022 Q1	$1K	Buy	+14	New	+$1.04K	﹤0.01%	1674

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EFM

E Fund Management Guangzhou, China $3.37B AUM

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

Whittier Trust's STAA Position: Q2 2022 in Review

Whittier Trust sold out of STAAR Surgical (STAA) in Q2 2022, closing a stake of 14 shares — an estimated $1K sold.

Whittier Trust first reported a position in STAA in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 273 funds tracked by Wall St. Rank hold STAA as of Q2 2022.

Whittier Trust reported no remaining STAAR Surgical position as of Q2 2022 after selling out during the quarter.
Whittier Trust sold 14 STAAR Surgical shares in Q2 2022, an estimated $1K.
Whittier Trust first reported a position in STAAR Surgical in Q1 2022 and held it in 1 quarter.
Whittier Trust's STAAR Surgical position peaked at $1K in Q1 2022.
273 funds tracked by Wall St. Rank held STAAR Surgical as of Q2 2022.

Based on Whittier Trust's 13F filing for Q2 2022, filed 28 Jul 2022.