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Freedom Investment Management’s Novanta NOVT Stock Holding History

Freedom Investment Management’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
Q2 		– Sell
-2,383
Closed -$417K – 840
2024
Q1 		$417K Sell
2,383
-2,102
-47% -$345K 0.03% 490
2023
Q4 		$755K Buy
4,485
+299
+7% +$43.6K 0.06% 336
2023
Q3 		$600K Sell
4,186
-175
-4% -$28.5K 0.07% 324
2023
Q2 		$803K Sell
4,361
-1,309
-23% -$214K 0.09% 290
2023
Q1 		$902K Sell
5,670
-942
-14% -$145K 0.1% 262
2022
Q4 		$898K Sell
6,612
-81
-1% -$11.3K 0.1% 269
2022
Q3 		$774K Buy
6,693
+286
+4% +$39K 0.09% 289
2022
Q2 		$777K Sell
6,407
-1,636
-20% -$206K 0.08% 312
2022
Q1 		$1.14M Sell
8,043
-1,205
-13% -$171K 0.1% 256
2021
Q4 		$1.63M Sell
9,248
-1,331
-13% -$222K 0.12% 220
2021
Q3 		$1.63M Buy
10,579
+2,980
+39% +$433K 0.12% 218
2021
Q2 		$1.02M Sell
7,599
-179
-2% -$24.1K 0.08% 323
2021
Q1 		$1.03M Buy
7,778
+1,754
+29% +$230K 0.08% 300
2020
Q4 		$712K Buy
6,024
+971
+19% +$113K 0.08% 254
2020
Q3 		$532K Buy
5,053
+139
+3% +$14.7K 0.06% 277
2020
Q2 		$525K Sell
4,914
-725
-13% -$67.4K 0.06% 263
2020
Q1 		$541K Buy
5,639
+1,975
+54% +$176K 0.05% 319
2019
Q4 		$324K Sell
3,664
-213
-5% -$18.4K 0.03% 464
2019
Q3 		$317K Buy
3,877
+594
+18% +$48.3K 0.03% 482
2019
Q2 		$310K Buy
3,283
+818
+33% +$69.8K 0.03% 516
2019
Q1 		$209K Sell
2,465
-2,194
-47% -$165K 0.02% 622
2018
Q4 		$293K Sell
4,659
-1,283
-22% -$82.7K 0.02% 588
2018
Q3 		$462K Sell
5,942
-458
-7% -$32.1K 0.03% 545
2018
Q2 		$399K Sell
6,400
-1,195
-16% -$73.1K 0.02% 653
2018
Q1 		$396K Buy
+7,595
New +$416K 0.02% 760

Other funds holding NOVT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Freedom Investment Management's NOVT Position: Q2 2024 in Review

Freedom Investment Management sold out of Novanta (NOVT) in Q2 2024, closing a stake of 2,383 shares — an estimated $417K sold.

Freedom Investment Management first reported a position in NOVT in Q1 2018 and held it in 25 quarters. The position peaked at $1.63M in Q3 2021. 270 funds tracked by Wall St. Rank hold NOVT as of Q2 2024.

  • Freedom Investment Management reported no remaining Novanta position as of Q2 2024 after selling out during the quarter.
  • Freedom Investment Management sold 2,383 Novanta shares in Q2 2024, an estimated $417K.
  • Freedom Investment Management first reported a position in Novanta in Q1 2018 and held it in 25 quarters.
  • Freedom Investment Management's Novanta position peaked at $1.63M in Q3 2021.
  • 270 funds tracked by Wall St. Rank held Novanta as of Q2 2024.

Based on Freedom Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.