ZIM
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Zacks Investment Management’s Novanta NOVT Stock Holding History

Zacks 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
2023
Q3 		– Sell
-7,244
Closed -$1.33M – 679
2023
Q2 		$1.33M Sell
7,244
-2,227
-24% -$364K 0.02% 335
2023
Q1 		$1.51M Buy
9,471
+210
+2% +$32.2K 0.02% 316
2022
Q4 		$1.26M Sell
9,261
-481
-5% -$67.3K 0.02% 330
2022
Q3 		$1.13M Buy
9,742
+689
+8% +$93.9K 0.02% 325
2022
Q2 		$1.1M Buy
9,053
+1,228
+16% +$154K 0.02% 328
2022
Q1 		$1.11M Sell
7,825
-2,452
-24% -$348K 0.02% 351
2021
Q4 		$1.81M Buy
+10,277
New +$1.72M 0.03% 310
2019
Q3 		– Sell
-19,958
Closed -$1.88M – 559
2019
Q2 		$1.88M Sell
19,958
-761
-4% -$65K 0.04% 278
2019
Q1 		$1.76M Buy
20,719
+3,938
+23% +$296K 0.04% 274
2018
Q4 		$1.06M Buy
+16,781
New +$1.08M 0.03% 333

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

Zacks Investment Management's NOVT Position: Q3 2023 in Review

Zacks Investment Management sold out of Novanta (NOVT) in Q3 2023, closing a stake of 7,244 shares — an estimated $1.33M sold.

Zacks Investment Management first reported a position in NOVT in Q4 2018 and held it in 10 quarters. The position peaked at $1.88M in Q2 2019. 263 funds tracked by Wall St. Rank hold NOVT as of Q3 2023.

  • Zacks Investment Management reported no remaining Novanta position as of Q3 2023 after selling out during the quarter.
  • Zacks Investment Management sold 7,244 Novanta shares in Q3 2023, an estimated $1.33M.
  • Zacks Investment Management first reported a position in Novanta in Q4 2018 and held it in 10 quarters.
  • Zacks Investment Management's Novanta position peaked at $1.88M in Q2 2019.
  • 263 funds tracked by Wall St. Rank held Novanta as of Q3 2023.

Based on Zacks Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.