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Bartlett & Co’s Align Technology ALGN Stock Holding History

Bartlett & Co’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
2022
Q4 		– Sell
-4
Closed -$1K – 1069
2022
Q3 		$1K Sell
4
-6
-60% -$1.54K ﹤0.01% 1085
2022
Q2 		$2K Buy
+10
New +$3.07K ﹤0.01% 1150
2021
Q3 		– Sell
-2
Closed -$1K – 928
2021
Q2 		$1K Hold
2
– – ﹤0.01% 898
2021
Q1 		$1K Hold
2
– – ﹤0.01% 921
2020
Q4 		$1K Buy
+2
New +$899 ﹤0.01% 969
2019
Q3 		$4K Buy
+24
New +$4.99K ﹤0.01% 787
2019
Q2 		– Sell
-1
Closed – – 727
2019
Q1 		$0 Buy
+1
New +$239 ﹤0.01% 710

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bartlett & Co's ALGN Position: Q4 2022 in Review

Bartlett & Co sold out of Align Technology (ALGN) in Q4 2022, closing a stake of 4 shares — an estimated $1K sold.

Bartlett & Co first reported a position in ALGN in Q1 2019 and held it in 7 quarters. The position peaked at $4K in Q3 2019. 710 funds tracked by Wall St. Rank hold ALGN as of Q4 2022.

  • Bartlett & Co reported no remaining Align Technology position as of Q4 2022 after selling out during the quarter.
  • Bartlett & Co sold 4 Align Technology shares in Q4 2022, an estimated $1K.
  • Bartlett & Co first reported a position in Align Technology in Q1 2019 and held it in 7 quarters.
  • Bartlett & Co's Align Technology position peaked at $4K in Q3 2019.
  • 710 funds tracked by Wall St. Rank held Align Technology as of Q4 2022.

Based on Bartlett & Co's 13F filing for Q4 2022, filed 4 Jan 2023.