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

Montag & Caldwell’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	-1,500	Closed	-$265K	–	73
2021 Q1	$265K	Hold	1,500	–	–	0.02%	65
2020 Q4	$263K	Hold	1,500	–	–	0.01%	68
2020 Q3	$258K	Buy	+1,500	New	+$236K	0.02%	69
2020 Q1	–	Sell	-1,500	Closed	-$213K	–	82
2019 Q4	$213K	Buy	+1,500	New	+$191K	0.01%	76
2019 Q3	–	Sell	-1,500	Closed	-$204K	–	75
2019 Q2	$204K	Hold	1,500	–	–	0.01%	73
2019 Q1	$213K	Buy	+1,500	New	+$197K	0.01%	74
2013 Q4	–	Sell	-16,678	Closed	-$1.09M	–	100
2013 Q3	$1.09M	Buy	16,678 +1,836	+12%	+$116K	0.01%	68
2013 Q2	$878K	Buy	+14,842	New	+$889K	0.01%	69

Other funds holding VAR

WAM

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

Montag & Caldwell's VAR Position: Q2 2021 in Review

Montag & Caldwell sold out of Varian Medical Systems, Inc. (VAR) in Q2 2021, closing a stake of 1,500 shares — an estimated $265K sold.

Montag & Caldwell first reported a position in VAR in Q2 2013 and held it in 8 quarters. The position peaked at $1.09M in Q3 2013. 1 fund tracked by Wall St. Rank holds VAR as of Q2 2021.

Montag & Caldwell reported no remaining Varian Medical Systems, Inc. position as of Q2 2021 after selling out during the quarter.
Montag & Caldwell sold 1,500 Varian Medical Systems, Inc. shares in Q2 2021, an estimated $265K.
Montag & Caldwell first reported a position in Varian Medical Systems, Inc. in Q2 2013 and held it in 8 quarters.
Montag & Caldwell's Varian Medical Systems, Inc. position peaked at $1.09M in Q3 2013.
1 fund tracked by Wall St. Rank held Varian Medical Systems, Inc. as of Q2 2021.

Based on Montag & Caldwell's 13F filing for Q2 2021, filed 11 Aug 2021.