Barrett Asset Management’s Align Technology ALGN Stock Holding History

Barrett Asset Management’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
2018 Q4	–	Sell	-121	Closed	-$47K	–	364
2018 Q3	$47K	Hold	121	–	–	﹤0.01%	250
2018 Q2	$41K	Hold	121	–	–	﹤0.01%	258
2018 Q1	$30K	Hold	121	–	–	﹤0.01%	277
2017 Q4	$27K	Hold	121	–	–	﹤0.01%	293
2017 Q3	$23K	Hold	121	–	–	﹤0.01%	286
2017 Q2	$18K	Hold	121	–	–	﹤0.01%	304
2017 Q1	$14K	Hold	121	–	–	﹤0.01%	306
2016 Q4	$12K	Hold	121	–	–	﹤0.01%	314
2016 Q3	$11K	Hold	121	–	–	﹤0.01%	287
2016 Q2	$10K	Hold	121	–	–	﹤0.01%	290
2016 Q1	$9K	Buy	+121	New	+$7.92K	﹤0.01%	322

Other funds holding ALGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Sands Capital Management

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Polen Capital Management

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return