Kaizen Advisory’s Novanta NOVT Stock Holding History

Kaizen Advisory’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 Q1	–	Sell	-27,760	Closed	-$1.39M	–	608
2017 Q4	$1.39M	Buy	+27,760	New	+$1.35M	0.83%	24

Other funds holding NOVT

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

PIM

Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DCM

Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return

Kaizen Advisory's NOVT Position: Q1 2018 in Review

Kaizen Advisory sold out of Novanta (NOVT) in Q1 2018, closing a stake of 27,760 shares — an estimated $1.39M sold.

Kaizen Advisory first reported a position in NOVT in Q4 2017 and held it in 1 quarter. The position peaked at $1.39M in Q4 2017. 184 funds tracked by Wall St. Rank hold NOVT as of Q1 2018.

Kaizen Advisory reported no remaining Novanta position as of Q1 2018 after selling out during the quarter.
Kaizen Advisory sold 27,760 Novanta shares in Q1 2018, an estimated $1.39M.
Kaizen Advisory first reported a position in Novanta in Q4 2017 and held it in 1 quarter.
Kaizen Advisory's Novanta position peaked at $1.39M in Q4 2017.
184 funds tracked by Wall St. Rank held Novanta as of Q1 2018.

Based on Kaizen Advisory's 13F filing for Q1 2018, filed 15 May 2018.