Ergoteles’s Novanta NOVT Stock Holding History

Ergoteles’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	-2,891	Closed	-$447K	–	1481
2021 Q3	$447K	Buy	2,891 +91	+3%	+$13.2K	0.02%	631
2021 Q2	$377K	Buy	+2,800	New	+$377K	0.01%	948
2020 Q4	–	Sell	-2,700	Closed	-$284K	–	834
2020 Q3	$284K	Buy	+2,700	New	+$285K	0.04%	364

Other funds holding NOVT

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Ergoteles's NOVT Position: Q4 2021 in Review

Ergoteles sold out of Novanta (NOVT) in Q4 2021, closing a stake of 2,891 shares — an estimated $447K sold.

Ergoteles first reported a position in NOVT in Q3 2020 and held it in 3 quarters. The position peaked at $447K in Q3 2021. 233 funds tracked by Wall St. Rank hold NOVT as of Q4 2021.

Ergoteles reported no remaining Novanta position as of Q4 2021 after selling out during the quarter.
Ergoteles sold 2,891 Novanta shares in Q4 2021, an estimated $447K.
Ergoteles first reported a position in Novanta in Q3 2020 and held it in 3 quarters.
Ergoteles's Novanta position peaked at $447K in Q3 2021.
233 funds tracked by Wall St. Rank held Novanta as of Q4 2021.

Based on Ergoteles's 13F filing for Q4 2021, filed 14 Feb 2022.