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Williams Jones & Associates’s STAAR Surgical STAA Stock Holding History

Williams Jones & Associates’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
2019
Q2 		$742K Sell
25,260
-300
-1% -$8.66K 0.02% 229
2019
Q1 		$874K Sell
25,560
-50
-0.2% -$1.77K 0.02% 213
2018
Q4 		$817K Hold
25,610
– – 0.02% 206
2018
Q3 		$1.23M Hold
25,610
– – 0.02% 206
2018
Q2 		$794K Sell
25,610
-4,000
-14% -$93.6K 0.02% 246
2018
Q1 		$438K Hold
29,610
– – 0.01% 311
2017
Q4 		$459K Sell
29,610
-1,000
-3% -$14.9K 0.01% 307
2017
Q3 		$381K Hold
30,610
– – 0.01% 316
2017
Q2 		$331K Sell
30,610
-3,000
-9% -$29.3K 0.01% 326
2017
Q1 		$329K Hold
33,610
– – 0.01% 325
2016
Q4 		$365K Sell
33,610
-2,000
-6% -$20.3K 0.01% 302
2016
Q3 		$335K Sell
35,610
-3,000
-8% -$24.1K 0.01% 307
2016
Q2 		$213K Sell
38,610
-2,000
-5% -$12.9K 0.01% 352
2016
Q1 		$300K Hold
40,610
– – 0.01% 252
2015
Q4 		$290K Sell
40,610
-7,000
-15% -$56.7K 0.01% 266
2015
Q3 		$369K Sell
47,610
-3,000
-6% -$24.7K 0.02% 256
2015
Q2 		$489K Buy
50,610
+150
+0.3% +$1.39K 0.02% 253
2015
Q1 		$375K Buy
50,460
+10,000
+25% +$73.1K 0.02% 283
2014
Q4 		$369K Buy
40,460
+5,000
+14% +$48.4K 0.02% 285
2014
Q3 		$377K Buy
35,460
+300
+0.9% +$3.57K 0.02% 235
2014
Q2 		$591K Sell
35,160
-34,840
-50% -$573K 0.03% 202
2014
Q1 		$1.32M Buy
70,000
+35,000
+100% +$564K 0.03% 221
2013
Q4 		$567K Hold
35,000
– – 0.03% 189
2013
Q3 		$474K Sell
35,000
-5,000
-13% -$58.8K 0.02% 194
2013
Q2 		$406K Buy
+40,000
New +$324K 0.02% 237

Other funds holding STAA

BC
Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Williams Jones & Associates's STAA Position: Q2 2019 in Review

Williams Jones & Associates reduced its STAAR Surgical (STAA) stake by 1.2% in Q2 2019, selling an estimated $8.66K and leaving 25,260 shares worth $742K. The position accounts for 0.02% of the portfolio, ranked #229.

Williams Jones & Associates first reported a position in STAA in Q2 2013 and has held it in 25 quarters since. The position peaked at $1.32M in Q1 2014. 155 funds tracked by Wall St. Rank hold STAA as of Q2 2019.

  • Williams Jones & Associates held 25,260 shares of STAAR Surgical worth $742K as of Q2 2019.
  • Williams Jones & Associates sold 300 STAAR Surgical shares in Q2 2019, an estimated $8.66K.
  • STAAR Surgical made up 0.02% of Williams Jones & Associates's portfolio in Q2 2019, its #229 holding.
  • Williams Jones & Associates first reported a position in STAAR Surgical in Q2 2013 and has held it in 25 quarters since.
  • Williams Jones & Associates's STAAR Surgical position peaked at $1.32M in Q1 2014.
  • 155 funds tracked by Wall St. Rank held STAAR Surgical as of Q2 2019.

Based on Williams Jones & Associates's 13F filing for Q2 2019, filed 14 Aug 2019.