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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
2018
Q3 		– Sell
-50,000
Closed -$313K – 79
2018
Q2 		$313K Buy
+50,000
New +$1.17M 0.62% 28
2018
Q1 		– Sell
-100,000
Closed -$13K – 77
2017
Q4 		$13K Buy
+100,000
New +$1.49M 0.01% 78

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
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $308M AUM 4.52% 1-Year Est. Return
Northern Trust
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.