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Ziegler Capital Management’s STAAR Surgical STAA Stock Holding History

Ziegler Capital 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
2023
Q3 		– Sell
-112,869
Closed -$5.93M – 412
2023
Q2 		$5.93M Sell
112,869
-1,694
-1% -$103K 0.23% 155
2023
Q1 		$7.33M Sell
114,563
-1,208
-1% -$78.8K 0.29% 133
2022
Q4 		$5.62M Sell
115,771
-4,757
-4% -$298K 0.24% 153
2022
Q3 		$8.5M Sell
120,528
-1,972
-2% -$169K 0.37% 91
2022
Q2 		$8.69M Sell
122,500
-45
-0% -$2.9K 0.36% 97
2022
Q1 		$9.79M Buy
122,545
+25,129
+26% +$1.87M 0.41% 90
2021
Q4 		$8.89M Sell
97,416
-565
-0.6% -$60.6K 0.32% 113
2021
Q3 		$12.6M Buy
97,981
+54,194
+124% +$7.58M 0.46% 76
2021
Q2 		$17.1M Sell
43,787
-72,531
-62% -$9.55M 0.57% 39
2021
Q1 		$12.3M Sell
116,318
-1,918
-2% -$192K 0.39% 95
2020
Q4 		$9.37M Sell
118,236
-32,814
-22% -$2.4M 0.31% 120
2020
Q3 		$8.54M Sell
151,050
-77,000
-34% -$4.15M 0.33% 96
2020
Q2 		$14M Buy
228,050
+67,204
+42% +$2.75M 0.45% 57
2020
Q1 		$5.19M Buy
+160,846
New +$5.42M 0.14% 187

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
AIM
Anatole Investment Management Central, Hong Kong $716M AUM 502.49% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 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
Geode Capital Management
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

Ziegler Capital Management's STAA Position: Q3 2023 in Review

Ziegler Capital Management sold out of STAAR Surgical (STAA) in Q3 2023, closing a stake of 112,869 shares — an estimated $5.93M sold.

Ziegler Capital Management first reported a position in STAA in Q1 2020 and held it in 14 quarters. The position peaked at $17.1M in Q2 2021. 217 funds tracked by Wall St. Rank hold STAA as of Q3 2023.

  • Ziegler Capital Management reported no remaining STAAR Surgical position as of Q3 2023 after selling out during the quarter.
  • Ziegler Capital Management sold 112,869 STAAR Surgical shares in Q3 2023, an estimated $5.93M.
  • Ziegler Capital Management first reported a position in STAAR Surgical in Q1 2020 and held it in 14 quarters.
  • Ziegler Capital Management's STAAR Surgical position peaked at $17.1M in Q2 2021.
  • 217 funds tracked by Wall St. Rank held STAAR Surgical as of Q3 2023.

Based on Ziegler Capital Management's 13F filing for Q3 2023, filed 16 Oct 2023.