Number of Shares
26,024.00
Current Holdings Value*
$3.33 Mil
% of Portfolio
1.92%
Total Estimate Gain
$-509,597.57
% of Total Estimate Gain
-8.25%

DF Dent Small Cap Growth Fund's Novanta Inc Holding Summary

As of 2025-03-31, FORUM FUNDS held 26,024.00 shares of Novanta Inc(NOVT), totaling $3.33 Mil. This investment constitutes 1.92% of their stock portfolio, and FORUM FUNDS now holds 0.07% of the outstanding Novanta Inc(NOVT) stock.

The initial trade took place in 2020Q1. And since then DF Dent Small Cap Growth Fund has made 12 purchases of NOVT, at an average price of $142.08, for a total of 43,492.00 shares. In addition, there have been 7 sales at an average price of $141.40 for 17,468.00 shares. Based on historical transaction data and NOVT's current price of $122.96, DF Dent Small Cap Growth Fund's estimated gain on his NOVT holdings is $-509,597.57, reflecting a -8.25% gain to date.

DF Dent Small Cap Growth Fund NOVT ($122.96) Holding Chart

DF Dent Small Cap Growth Fund NOVT ($122.96) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1