Caldwell Trust’s Varian Medical Systems, Inc. VAR Stock Holding History

Caldwell Trust’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	-19	Closed	-$3.35K	–	759
2021 Q1	$3.35K	Hold	19	–	–	﹤0.01%	689
2020 Q4	$3.33K	Hold	19	–	–	﹤0.01%	688
2020 Q3	$3.27K	Sell	19 -6	-24%	-$943	﹤0.01%	686
2020 Q2	$3.06K	Hold	25	–	–	﹤0.01%	722
2020 Q1	$2.57K	Hold	25	–	–	﹤0.01%	743
2019 Q4	$3.55K	Buy	+25	New	+$3.19K	﹤0.01%	763

Other funds holding VAR

WAM

Westport Asset Management Southport, Connecticut $245M AUM 15.03% 1-Year Est. Return

Caldwell Trust's VAR Position: Q2 2021 in Review

Caldwell Trust sold out of Varian Medical Systems, Inc. (VAR) in Q2 2021, closing a stake of 19 shares — an estimated $3.35K sold.

Caldwell Trust first reported a position in VAR in Q4 2019 and held it in 6 quarters. The position peaked at $3.55K in Q4 2019. 1 fund tracked by Wall St. Rank holds VAR as of Q2 2021.

Caldwell Trust reported no remaining Varian Medical Systems, Inc. position as of Q2 2021 after selling out during the quarter.
Caldwell Trust sold 19 Varian Medical Systems, Inc. shares in Q2 2021, an estimated $3.35K.
Caldwell Trust first reported a position in Varian Medical Systems, Inc. in Q4 2019 and held it in 6 quarters.
Caldwell Trust's Varian Medical Systems, Inc. position peaked at $3.55K in Q4 2019.
1 fund tracked by Wall St. Rank held Varian Medical Systems, Inc. as of Q2 2021.

Based on Caldwell Trust's 13F filing for Q2 2021, filed 2 Oct 2025.