Fulcrum Equity Management’s Novanta NOVT Stock Holding History

Fulcrum Equity 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
2019 Q4	–	Sell	-54	Closed	-$4K	–	186
2019 Q3	$4K	Buy	+54	New	+$4.39K	﹤0.01%	172

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

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

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

Fulcrum Equity Management's NOVT Position: Q4 2019 in Review

Fulcrum Equity Management sold out of Novanta (NOVT) in Q4 2019, closing a stake of 54 shares — an estimated $4K sold.

Fulcrum Equity Management first reported a position in NOVT in Q3 2019 and held it in 1 quarter. The position peaked at $4K in Q3 2019. 174 funds tracked by Wall St. Rank hold NOVT as of Q4 2019.

Fulcrum Equity Management reported no remaining Novanta position as of Q4 2019 after selling out during the quarter.
Fulcrum Equity Management sold 54 Novanta shares in Q4 2019, an estimated $4K.
Fulcrum Equity Management first reported a position in Novanta in Q3 2019 and held it in 1 quarter.
Fulcrum Equity Management's Novanta position peaked at $4K in Q3 2019.
174 funds tracked by Wall St. Rank held Novanta as of Q4 2019.

Based on Fulcrum Equity Management's 13F filing for Q4 2019, filed 12 Feb 2020.