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Steward Financial Group’s Novanta NOVT Stock Holding History

Steward Financial Group’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
2023
Q3 		$2K Buy
+17
New +$2.77K ﹤0.01% 1019
2023
Q2 		– Sell
-18
Closed -$2K – 808
2023
Q1 		$2K Buy
18
+12
+200% +$1.84K ﹤0.01% 510
2022
Q4 		$0 Buy
+6
New +$840 ﹤0.01% 726
2022
Q3 		– Sell
-4
Closed – – 897
2022
Q2 		$0 Buy
+4
New +$503 ﹤0.01% 1236

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Steward Financial Group's NOVT Position: Q3 2023 in Review

Steward Financial Group opened a new position in Novanta (NOVT) in Q3 2023: 17 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1019 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in NOVT as recently as Q1 2023.

Steward Financial Group first reported a position in NOVT in Q2 2022 and has held it in 4 quarters since. 263 funds tracked by Wall St. Rank hold NOVT as of Q3 2023.

  • Steward Financial Group held 17 shares of Novanta worth $2K as of Q3 2023.
  • Novanta was a new Steward Financial Group position in Q3 2023.
  • Novanta made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1019 holding.
  • Steward Financial Group first reported a position in Novanta in Q2 2022 and has held it in 4 quarters since.
  • 263 funds tracked by Wall St. Rank held Novanta as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.