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Cavalier Investments’s Novanta NOVT Stock Holding History

Cavalier Investments’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
2018
Q3 		– Sell
-12,500
Closed -$778K – 175
2018
Q2 		$778K Hold
12,500
– – 0.26% 84
2018
Q1 		$652K Buy
+12,500
New +$685K 0.23% 83
2017
Q4 		– Sell
-13,500
Closed -$589K – 166
2017
Q3 		$589K Buy
+13,500
New +$525K 0.28% 70

Other funds holding NOVT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Cavalier Investments's NOVT Position: Q3 2018 in Review

Cavalier Investments sold out of Novanta (NOVT) in Q3 2018, closing a stake of 12,500 shares — an estimated $778K sold.

Cavalier Investments first reported a position in NOVT in Q3 2017 and held it in 3 quarters. The position peaked at $778K in Q2 2018. 181 funds tracked by Wall St. Rank hold NOVT as of Q3 2018.

  • Cavalier Investments reported no remaining Novanta position as of Q3 2018 after selling out during the quarter.
  • Cavalier Investments sold 12,500 Novanta shares in Q3 2018, an estimated $778K.
  • Cavalier Investments first reported a position in Novanta in Q3 2017 and held it in 3 quarters.
  • Cavalier Investments's Novanta position peaked at $778K in Q2 2018.
  • 181 funds tracked by Wall St. Rank held Novanta as of Q3 2018.

Based on Cavalier Investments's 13F filing for Q3 2018, filed 13 Nov 2018.