Bristol Advisors’s STAAR Surgical STAA Stock Holding History

Bristol Advisors’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 Q1	$1.37M	Buy	40,000 +18,000	+82%	+$637K	3.18%	8
2018 Q4	$702K	Buy	+22,000	New	+$857K	0.84%	21
2018 Q3	–	Sell	-20,000	Closed	-$620K	–	80
2018 Q2	$620K	Sell	20,000 -80,000	-80%	-$1.87M	1.22%	20
2018 Q1	$1.48M	Hold	100,000	–	–	4.82%	6
2017 Q4	$1.55M	Buy	100,000 +81,000	+426%	+$1.2M	0.97%	26
2017 Q3	$237K	Sell	19,000 -1,000	-5%	-$11.2K	0.24%	60
2017 Q2	$216K	Buy	+20,000	New	+$196K	0.14%	46
2017 Q1	–	Sell	-20,000	Closed	-$217K	–	86
2016 Q4	$217K	Buy	+20,000	New	+$203K	0.22%	57

Other funds holding STAA

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 Malvern, Pennsylvania $6.9T AUM 27.45% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Defender Capital Charlotte, North Carolina $308M AUM 4.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bristol Advisors's STAA Position: Q1 2019 in Review

Bristol Advisors increased its STAAR Surgical (STAA) stake by 82% in Q1 2019, buying an estimated $637K and bringing the position to 40,000 shares worth $1.37M. The position accounts for 3.18% of the portfolio, ranked #8.

Bristol Advisors first reported a position in STAA in Q4 2016 and has held it in 8 quarters since. The position peaked at $1.55M in Q4 2017. 185 funds tracked by Wall St. Rank hold STAA as of Q1 2019.

Bristol Advisors held 40,000 shares of STAAR Surgical worth $1.37M as of Q1 2019.
Bristol Advisors bought 18,000 STAAR Surgical shares in Q1 2019, an estimated $637K.
STAAR Surgical made up 3.18% of Bristol Advisors's portfolio in Q1 2019, its #8 holding.
Bristol Advisors first reported a position in STAAR Surgical in Q4 2016 and has held it in 8 quarters since.
Bristol Advisors's STAAR Surgical position peaked at $1.55M in Q4 2017.
185 funds tracked by Wall St. Rank held STAAR Surgical as of Q1 2019.

Based on Bristol Advisors's 13F filing for Q1 2019, filed 29 Apr 2019.