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Donoghue Forlines’s Novanta NOVT Stock Holding History

Donoghue Forlines’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
2021
Q4 		– Sell
-3,121
Closed -$482K – 289
2021
Q3 		$482K Buy
3,121
+55
+2% +$8K 0.09% 189
2021
Q2 		$413K Buy
3,066
+601
+24% +$80.9K 0.08% 189
2021
Q1 		$325K Sell
2,465
-138
-5% -$18.1K 0.06% 201
2020
Q4 		$308K Buy
+2,603
New +$304K 0.06% 218

Other funds holding NOVT

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Donoghue Forlines's NOVT Position: Q4 2021 in Review

Donoghue Forlines sold out of Novanta (NOVT) in Q4 2021, closing a stake of 3,121 shares — an estimated $482K sold.

Donoghue Forlines first reported a position in NOVT in Q4 2020 and held it in 4 quarters. The position peaked at $482K in Q3 2021. 233 funds tracked by Wall St. Rank hold NOVT as of Q4 2021.

  • Donoghue Forlines reported no remaining Novanta position as of Q4 2021 after selling out during the quarter.
  • Donoghue Forlines sold 3,121 Novanta shares in Q4 2021, an estimated $482K.
  • Donoghue Forlines first reported a position in Novanta in Q4 2020 and held it in 4 quarters.
  • Donoghue Forlines's Novanta position peaked at $482K in Q3 2021.
  • 233 funds tracked by Wall St. Rank held Novanta as of Q4 2021.

Based on Donoghue Forlines's 13F filing for Q4 2021, filed 11 Feb 2022.