Karpus Investment Management’s Novanta NOVT Stock Holding History

Karpus 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
2021 Q2	–	Sell	-2,083	Closed	-$275K	–	319
2021 Q1	$275K	Buy	+2,083	New	+$274K	0.01%	272
2019 Q3	–	Sell	-3,485	Closed	-$329K	–	198
2019 Q2	$329K	Hold	3,485	–	–	0.01%	173
2019 Q1	$300K	Hold	3,485	–	–	0.01%	188
2018 Q4	$220K	Hold	3,485	–	–	0.01%	196
2018 Q3	$238K	Hold	3,485	–	–	0.01%	176
2018 Q2	$229K	Buy	+3,485	New	+$213K	0.01%	165
2017 Q4	–	Sell	-15,342	Closed	-$669K	–	157
2017 Q3	$669K	Hold	15,342	–	–	0.03%	106
2017 Q2	$552K	Hold	15,342	–	–	0.03%	111
2017 Q1	$407K	Hold	15,342	–	–	0.02%	138
2016 Q4	$322K	Hold	15,342	–	–	0.02%	144
2016 Q3	$266K	Hold	15,342	–	–	0.01%	142
2016 Q2	$232K	Buy	+15,342	New	+$236K	0.01%	156

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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

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

Karpus Investment Management's NOVT Position: Q2 2021 in Review

Karpus Investment Management sold out of Novanta (NOVT) in Q2 2021, closing a stake of 2,083 shares — an estimated $275K sold.

Karpus Investment Management first reported a position in NOVT in Q2 2016 and held it in 12 quarters. The position peaked at $669K in Q3 2017. 204 funds tracked by Wall St. Rank hold NOVT as of Q2 2021.

Karpus Investment Management reported no remaining Novanta position as of Q2 2021 after selling out during the quarter.
Karpus Investment Management sold 2,083 Novanta shares in Q2 2021, an estimated $275K.
Karpus Investment Management first reported a position in Novanta in Q2 2016 and held it in 12 quarters.
Karpus Investment Management's Novanta position peaked at $669K in Q3 2017.
204 funds tracked by Wall St. Rank held Novanta as of Q2 2021.

Based on Karpus Investment Management's 13F filing for Q2 2021, filed 13 Aug 2021.