Advisory Research’s Novanta NOVT Stock Holding History

Advisory Research’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
2019 Q2	–	Sell	-10,327	Closed	-$875K	–	382
2019 Q1	$875K	Buy	10,327 +205	+2%	+$15.4K	0.02%	255
2018 Q4	$638K	Sell	10,122 -9,543	-49%	-$615K	0.01%	275
2018 Q3	$1.34M	Sell	19,665 -10,514	-35%	-$737K	0.02%	238
2018 Q2	$1.88M	Buy	+30,179	New	+$1.85M	0.03%	219

Other funds holding NOVT

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advisory Research's NOVT Position: Q2 2019 in Review

Advisory Research sold out of Novanta (NOVT) in Q2 2019, closing a stake of 10,327 shares — an estimated $875K sold.

Advisory Research first reported a position in NOVT in Q2 2018 and held it in 4 quarters. The position peaked at $1.88M in Q2 2018. 185 funds tracked by Wall St. Rank hold NOVT as of Q2 2019.

Advisory Research reported no remaining Novanta position as of Q2 2019 after selling out during the quarter.
Advisory Research sold 10,327 Novanta shares in Q2 2019, an estimated $875K.
Advisory Research first reported a position in Novanta in Q2 2018 and held it in 4 quarters.
Advisory Research's Novanta position peaked at $1.88M in Q2 2018.
185 funds tracked by Wall St. Rank held Novanta as of Q2 2019.

Based on Advisory Research's 13F filing for Q2 2019, filed 14 Aug 2019.