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Yorktown Management & Research Company’s Novanta NOVT Stock Holding History

Yorktown Management & Research Company’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
2025
Q1 		– Sell
-2,300
Closed -$351K – 225
2024
Q4 		$351K Hold
2,300
– – 0.34% 143
2024
Q3 		$412K Hold
2,300
– – 0.42% 114
2024
Q2 		$375K Sell
2,300
-2,400
-51% -$389K 0.4% 105
2024
Q1 		$821K Sell
4,700
-1,800
-28% -$295K 0.78% 18
2023
Q4 		$1.09M Hold
6,500
– – 1.14% 5
2023
Q3 		$932K Hold
6,500
– – 1.05% 6
2023
Q2 		$1.2M Sell
6,500
-1,800
-22% -$294K 1.29% 4
2023
Q1 		$1.32M Hold
8,300
– – 1.42% 6
2022
Q4 		$1.13M Hold
8,300
– – 1.38% 6
2022
Q3 		$960K Hold
8,300
– – 1.24% 7
2022
Q2 		$1.01M Sell
8,300
-1,900
-19% -$239K 1.3% 7
2022
Q1 		$1.45M Sell
10,200
-1,700
-14% -$241K 1.23% 10
2021
Q4 		$2.1M Hold
11,900
– – 1.42% 7
2021
Q3 		$1.84M Buy
11,900
+500
+4% +$72.7K 1.38% 6
2021
Q2 		$1.54M Sell
11,400
-2,300
-17% -$309K 1.2% 9
2021
Q1 		$1.81M Hold
13,700
– – 1.5% 4
2020
Q4 		$1.62M Hold
13,700
– – 1.46% 4
2020
Q3 		$1.44M Buy
13,700
+1,100
+9% +$116K 1.35% 3
2020
Q2 		$1.34M Hold
12,600
– – 1.2% 5
2020
Q1 		$1.01M Sell
12,600
-2,400
-16% -$214K 1.02% 5
2019
Q4 		$1.33M Buy
15,000
+432
+3% +$37.3K 0.71% 19
2019
Q3 		$1.19M Buy
14,568
+1,880
+15% +$153K 0.64% 20
2019
Q2 		$1.2M Buy
12,688
+843
+7% +$71.9K 0.45% 49
2019
Q1 		$1M Hold
11,845
– – 0.32% 76
2018
Q4 		$746K Buy
11,845
+2,133
+22% +$138K 0.25% 112
2018
Q3 		$664K Buy
9,712
+861
+10% +$60.4K 0.19% 139
2018
Q2 		$551K Buy
8,851
+951
+12% +$58.1K 0.16% 147
2018
Q1 		$412K Buy
+7,900
New +$433K 0.12% 159

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Yorktown Management & Research Company's NOVT Position: Q1 2025 in Review

Yorktown Management & Research Company sold out of Novanta (NOVT) in Q1 2025, closing a stake of 2,300 shares — an estimated $351K sold.

Yorktown Management & Research Company first reported a position in NOVT in Q1 2018 and held it in 28 quarters. The position peaked at $2.1M in Q4 2021. 324 funds tracked by Wall St. Rank hold NOVT as of Q1 2025.

  • Yorktown Management & Research Company reported no remaining Novanta position as of Q1 2025 after selling out during the quarter.
  • Yorktown Management & Research Company sold 2,300 Novanta shares in Q1 2025, an estimated $351K.
  • Yorktown Management & Research Company first reported a position in Novanta in Q1 2018 and held it in 28 quarters.
  • Yorktown Management & Research Company's Novanta position peaked at $2.1M in Q4 2021.
  • 324 funds tracked by Wall St. Rank held Novanta as of Q1 2025.

Based on Yorktown Management & Research Company's 13F filing for Q1 2025, filed 23 Apr 2025.