Heartland Advisors’s STAAR Surgical STAA Stock Holding History

Heartland 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
2015 Q1	–	Sell	-100,000	Closed	-$911K	–	257
2014 Q4	$911K	Hold	100,000	–	–	0.02%	238
2014 Q3	$1.06M	Hold	100,000	–	–	0.02%	236
2014 Q2	$1.68M	Hold	100,000	–	–	0.03%	232
2014 Q1	$1.88M	Sell	100,000 -400,000	-80%	-$6.44M	0.03%	231
2013 Q4	$8.1M	Sell	500,000 -500,000	-50%	-$6.69M	0.14%	167
2013 Q3	$13.5M	Hold	1,000,000	–	–	0.25%	130
2013 Q2	$10.2M	Buy	+1,000,000	New	+$8.1M	0.19%	155

Other funds holding STAA

Broadwood Capital New York $1.42B AUM 34.72% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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

Tiverton Asset Management Wilimington, Delaware $2.88B AUM 5.6% 1-Year Est. Return

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return