North Growth Management’s Varian Medical Systems, Inc. VAR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-32,000	Closed	-$3.96M	–	50
2020 Q2	$3.96M	Sell	32,000 -8,000	-20%	-$990K	0.95%	40
2020 Q1	$4.13M	Sell	40,000 -1,000	-2%	-$103K	1.16%	37
2019 Q4	$5.82M	Hold	41,000	–	–	1.3%	38
2019 Q3	$4.88M	Hold	41,000	–	–	1.18%	40
2019 Q2	$5.58M	Hold	41,000	–	–	1.38%	35
2019 Q1	$5.8M	Hold	41,000	–	–	1.55%	32
2018 Q4	$4.64M	Hold	41,000	–	–	1.3%	33
2018 Q3	$4.58M	Sell	41,000 -11,000	-21%	-$1.23M	1.16%	34
2018 Q2	$5.97M	Sell	52,000 -14,000	-21%	-$1.61M	1.5%	33
2018 Q1	$8.08M	Sell	66,000 -12,000	-15%	-$1.47M	2.08%	24
2017 Q4	$8.72M	Buy	+78,000	New	+$8.72M	2.28%	24