Addison Advisors’s Novanta NOVT Stock Holding History

Addison Advisors’s Portfolio NOVT Stock Details NOVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-25	Closed	-$4.47K	–	864
2024 Q3	$4.47K	Buy	+25	New	+$4.34K	﹤0.01%	678

Other funds holding NOVT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Addison Advisors's NOVT Position: Q4 2024 in Review

Addison Advisors sold out of Novanta (NOVT) in Q4 2024, closing a stake of 25 shares — an estimated $4.47K sold.

Addison Advisors first reported a position in NOVT in Q3 2024 and held it in 1 quarter. The position peaked at $4.47K in Q3 2024. 303 funds tracked by Wall St. Rank hold NOVT as of Q4 2024.

Addison Advisors reported no remaining Novanta position as of Q4 2024 after selling out during the quarter.
Addison Advisors sold 25 Novanta shares in Q4 2024, an estimated $4.47K.
Addison Advisors first reported a position in Novanta in Q3 2024 and held it in 1 quarter.
Addison Advisors's Novanta position peaked at $4.47K in Q3 2024.
303 funds tracked by Wall St. Rank held Novanta as of Q4 2024.

Based on Addison Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.