MVP
NOA

Medina Value Partners’s North American Construction NOA Stock Holding History

Medina Value Partners’s Portfolio NOA Stock Details NOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-255,448
Closed -$4.82M – 18
2024
Q2 		$4.82M Sell
255,448
-219,163
-46% -$4.56M 2.41% 10
2024
Q1 		$10.3M Buy
+474,611
New +$11M 5.06% 10

Other funds holding NOA

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $837M AUM 25.51% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Medina Value Partners's NOA Position: Q3 2024 in Review

Medina Value Partners sold out of North American Construction (NOA) in Q3 2024, closing a stake of 255,448 shares — an estimated $4.82M sold.

Medina Value Partners first reported a position in NOA in Q1 2024 and held it in 2 quarters. The position peaked at $10.3M in Q1 2024. 81 funds tracked by Wall St. Rank hold NOA as of Q3 2024.

  • Medina Value Partners reported no remaining North American Construction position as of Q3 2024 after selling out during the quarter.
  • Medina Value Partners sold 255,448 North American Construction shares in Q3 2024, an estimated $4.82M.
  • Medina Value Partners first reported a position in North American Construction in Q1 2024 and held it in 2 quarters.
  • Medina Value Partners's North American Construction position peaked at $10.3M in Q1 2024.
  • 81 funds tracked by Wall St. Rank held North American Construction as of Q3 2024.

Based on Medina Value Partners's 13F filing for Q3 2024, filed 14 Nov 2024.