Bartlett & Co Wealth Management’s Varian Medical Systems, Inc. VAR Stock Holding History

Bartlett & Co Wealth Management’s Portfolio VAR Stock Details VAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-4,859	Closed	-$858K	–	1108
2021 Q1	$858K	Hold	4,859	–	–	0.02%	212
2020 Q4	$850K	Sell	4,859 -2,701	-36%	-$468K	0.02%	211
2020 Q3	$1.3M	Hold	7,560	–	–	0.03%	184
2020 Q2	$926K	Hold	7,560	–	–	0.02%	202
2020 Q1	$776K	Sell	7,560 -335	-4%	-$44.2K	0.02%	204
2019 Q4	$1.12M	Buy	7,895 +335	+4%	+$42.7K	0.03%	201
2019 Q3	$900K	Hold	7,560	–	–	0.02%	212
2019 Q2	$1.03M	Hold	7,560	–	–	0.04%	167
2019 Q1	$1.07M	Hold	7,560	–	–	0.04%	163
2018 Q4	$857K	Hold	7,560	–	–	0.04%	168
2018 Q3	$846K	Hold	7,560	–	–	0.03%	177
2018 Q2	$860K	Sell	7,560 -45	-0.6%	-$5.38K	0.03%	170
2018 Q1	$933K	Buy	+7,605	New	+$907K	0.04%	162

Other funds holding VAR

WAM

Westport Asset Management Southport, Connecticut $226M AUM 16.76% 1-Year Est. Return

Bartlett & Co Wealth Management's VAR Position: Q2 2021 in Review

Bartlett & Co Wealth Management sold out of Varian Medical Systems, Inc. (VAR) in Q2 2021, closing a stake of 4,859 shares — an estimated $858K sold.

Bartlett & Co Wealth Management first reported a position in VAR in Q1 2018 and held it in 13 quarters. The position peaked at $1.3M in Q3 2020. 1 fund tracked by Wall St. Rank holds VAR as of Q2 2021.

Bartlett & Co Wealth Management reported no remaining Varian Medical Systems, Inc. position as of Q2 2021 after selling out during the quarter.
Bartlett & Co Wealth Management sold 4,859 Varian Medical Systems, Inc. shares in Q2 2021, an estimated $858K.
Bartlett & Co Wealth Management first reported a position in Varian Medical Systems, Inc. in Q1 2018 and held it in 13 quarters.
Bartlett & Co Wealth Management's Varian Medical Systems, Inc. position peaked at $1.3M in Q3 2020.
1 fund tracked by Wall St. Rank held Varian Medical Systems, Inc. as of Q2 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2021, filed 14 Feb 2024.