Ardsley Advisory Partners’s STAAR Surgical STAA Stock Holding History

Ardsley Advisory Partners’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 Q4	–	Sell	-175,000	Closed	-$12.3M	–	150
2022 Q3	$12.3M	Sell	175,000 -40,000	-19%	-$3.42M	2.76%	9
2022 Q2	$15.3M	Sell	215,000 -46,450	-18%	-$2.99M	2.51%	10
2022 Q1	$20.9M	Buy	+261,450	New	+$19.5M	3.49%	4
2020 Q3	–	Sell	-75,000	Closed	-$4.62M	–	177
2020 Q2	$4.62M	Sell	75,000 -200,000	-73%	-$8.17M	0.98%	30
2020 Q1	$8.87M	Sell	275,000 -25,000	-8%	-$843K	3.48%	10
2019 Q4	$10.6M	Hold	300,000	–	–	1.68%	19
2019 Q3	$7.73M	Sell	300,000 -75,000	-20%	-$2.28M	1.73%	19
2019 Q2	$11M	Buy	375,000 +365,000	+3,650%	+$10.5M	1.74%	21
2019 Q1	$342K	Buy	+10,000	New	+$354K	0.07%	99
2016 Q3	–	Sell	-70,000	Closed	-$386K	–	196
2016 Q2	$386K	Sell	70,000 -5,000	-7%	-$32.3K	0.07%	92
2016 Q1	$554K	Sell	75,000 -18,612	-20%	-$126K	0.09%	74
2015 Q4	$668K	Sell	93,612 -510,000	-84%	-$4.13M	0.09%	67
2015 Q3	$4.68M	Sell	603,612 -5,000	-0.8%	-$41.2K	1.14%	30
2015 Q2	$5.88M	Buy	608,612 +161,012	+36%	+$1.49M	0.74%	43
2015 Q1	$3.33M	Buy	447,600 +397,600	+795%	+$2.91M	0.46%	49
2014 Q4	$456K	Buy	+50,000	New	+$484K	0.07%	124
2014 Q3	–	Sell	-10,000	Closed	-$168K	–	245
2014 Q2	$168K	Buy	+10,000	New	+$165K	0.02%	226

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

EFM

E Fund Management Guangzhou, China $3.37B AUM

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Ardsley Advisory Partners's STAA Position: Q4 2022 in Review

Ardsley Advisory Partners sold out of STAAR Surgical (STAA) in Q4 2022, closing a stake of 175,000 shares — an estimated $12.3M sold.

Ardsley Advisory Partners first reported a position in STAA in Q2 2014 and held it in 17 quarters. The position peaked at $20.9M in Q1 2022. 275 funds tracked by Wall St. Rank hold STAA as of Q4 2022.

Ardsley Advisory Partners reported no remaining STAAR Surgical position as of Q4 2022 after selling out during the quarter.
Ardsley Advisory Partners sold 175,000 STAAR Surgical shares in Q4 2022, an estimated $12.3M.
Ardsley Advisory Partners first reported a position in STAAR Surgical in Q2 2014 and held it in 17 quarters.
Ardsley Advisory Partners's STAAR Surgical position peaked at $20.9M in Q1 2022.
275 funds tracked by Wall St. Rank held STAAR Surgical as of Q4 2022.

Based on Ardsley Advisory Partners's 13F filing for Q4 2022, filed 14 Feb 2023.