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Aperio Group’s Align Technology ALGN Stock Holding History

Aperio Group’s Portfolio ALGN Stock Details ALGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$21M Buy
39,262
+6,725
+21% +$3.02M 0.06% 303
2020
Q3 		$10.7M Buy
32,537
+1,422
+5% +$434K 0.04% 451
2020
Q2 		$8.54M Sell
31,115
-2,858
-8% -$644K 0.03% 520
2020
Q1 		$5.91M Sell
33,973
-1,807
-5% -$433K 0.03% 589
2019
Q4 		$9.98M Buy
35,780
+5,397
+18% +$1.35M 0.04% 498
2019
Q3 		$5.5M Sell
30,383
-27,940
-48% -$5.81M 0.02% 687
2019
Q2 		$16M Buy
58,323
+3,580
+7% +$1.08M 0.07% 333
2019
Q1 		$15.6M Buy
54,743
+601
+1% +$143K 0.07% 329
2018
Q4 		$11.3M Sell
54,142
-2,280
-4% -$576K 0.06% 367
2018
Q3 		$22.1M Buy
56,422
+4,432
+9% +$1.64M 0.1% 236
2018
Q2 		$17.8M Buy
51,990
+170
+0.3% +$50.7K 0.09% 270
2018
Q1 		$13M Buy
51,820
+1,104
+2% +$284K 0.06% 348
2017
Q4 		$11.3M Buy
50,716
+7,898
+18% +$1.79M 0.06% 387
2017
Q3 		$7.98M Buy
42,818
+11,892
+38% +$2.04M 0.05% 452
2017
Q2 		$4.64M Buy
30,926
+8,084
+35% +$1.1M 0.03% 618
2017
Q1 		$2.62M Buy
22,842
+2,064
+10% +$208K 0.02% 776
2016
Q4 		$2M Sell
20,778
-142
-0.7% -$13.2K 0.02% 825
2016
Q3 		$1.96M Buy
20,920
+2,679
+15% +$242K 0.01% 843
2016
Q2 		$1.47M Buy
18,241
+506
+3% +$38.7K 0.01% 930
2016
Q1 		$1.29M Buy
17,735
+2,986
+20% +$196K 0.01% 940
2015
Q4 		$971K Buy
14,749
+881
+6% +$56.5K 0.01% 1032
2015
Q3 		$787K Sell
13,868
-362
-3% -$21.6K 0.01% 1079
2015
Q2 		$892K Buy
14,230
+536
+4% +$31.7K 0.01% 1019
2015
Q1 		$737K Buy
13,694
+1,119
+9% +$63.8K 0.01% 1074
2014
Q4 		$703K Buy
12,575
+1,834
+17% +$97K 0.01% 1050
2014
Q3 		$555K Buy
10,741
+604
+6% +$32.9K 0.01% 1084
2014
Q2 		$568K Buy
10,137
+112
+1% +$5.83K 0.01% 1070
2014
Q1 		$519K Buy
+10,025
New +$561K 0.01% 1308
2013
Q4 		– Sell
-6,149
Closed -$331K – 1191
2013
Q3 		$296K Buy
6,149
+531
+9% +$23.2K 0.01% 1427
2013
Q2 		$208K Buy
+5,618
New +$194K ﹤0.01% 1483

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Aperio Group's ALGN Position: Q4 2020 in Review

Aperio Group increased its Align Technology (ALGN) stake by 21% in Q4 2020, buying an estimated $3.02M and bringing the position to 39,262 shares worth $21M. The position accounts for 0.06% of the portfolio, ranked #303.

Aperio Group first reported a position in ALGN in Q2 2013 and has held it in 30 quarters since. The position peaked at $22.1M in Q3 2018. 799 funds tracked by Wall St. Rank hold ALGN as of Q4 2020.

  • Aperio Group held 39,262 shares of Align Technology worth $21M as of Q4 2020.
  • Aperio Group bought 6,725 Align Technology shares in Q4 2020, an estimated $3.02M.
  • Align Technology made up 0.06% of Aperio Group's portfolio in Q4 2020, its #303 holding.
  • Aperio Group first reported a position in Align Technology in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's Align Technology position peaked at $22.1M in Q3 2018.
  • 799 funds tracked by Wall St. Rank held Align Technology as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.