MSFP
VAR

Mark Sheptoff Financial Planning’s Varian Medical Systems, Inc. VAR Stock Holding History

Mark Sheptoff Financial Planning’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
2019
Q4 		– Sell
-25
Closed -$3K – 385
2019
Q3 		$3K Buy
+25
New +$2.97K ﹤0.01% 330

Other funds holding VAR

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Mark Sheptoff Financial Planning's VAR Position: Q4 2019 in Review

Mark Sheptoff Financial Planning sold out of Varian Medical Systems, Inc. (VAR) in Q4 2019, closing a stake of 25 shares — an estimated $3K sold.

Mark Sheptoff Financial Planning first reported a position in VAR in Q3 2019 and held it in 1 quarter. The position peaked at $3K in Q3 2019. 597 funds tracked by Wall St. Rank hold VAR as of Q4 2019.

  • Mark Sheptoff Financial Planning reported no remaining Varian Medical Systems, Inc. position as of Q4 2019 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 25 Varian Medical Systems, Inc. shares in Q4 2019, an estimated $3K.
  • Mark Sheptoff Financial Planning first reported a position in Varian Medical Systems, Inc. in Q3 2019 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Varian Medical Systems, Inc. position peaked at $3K in Q3 2019.
  • 597 funds tracked by Wall St. Rank held Varian Medical Systems, Inc. as of Q4 2019.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2019, filed 10 Feb 2020.