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Calvert Investment Management’s Align Technology ALGN Stock Holding History

Calvert Investment 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
2017
Q1 		– Sell
-4,808
Closed -$462K – 28
2016
Q4 		$462K Buy
4,808
+45
+0.9% +$4.18K 0.02% 554
2016
Q3 		$447K Buy
4,763
+492
+12% +$44.5K 0.02% 555
2016
Q2 		$344K Buy
4,271
+239
+6% +$18.3K 0.01% 593
2016
Q1 		$293K Buy
4,032
+177
+5% +$11.6K 0.01% 602
2015
Q4 		$254K Buy
+3,855
New +$247K 0.01% 612

Other funds holding ALGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Calvert Investment Management's ALGN Position: Q1 2017 in Review

Calvert Investment Management sold out of Align Technology (ALGN) in Q1 2017, closing a stake of 4,808 shares — an estimated $462K sold.

Calvert Investment Management first reported a position in ALGN in Q4 2015 and held it in 5 quarters. The position peaked at $462K in Q4 2016. 435 funds tracked by Wall St. Rank hold ALGN as of Q1 2017.

  • Calvert Investment Management reported no remaining Align Technology position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 4,808 Align Technology shares in Q1 2017, an estimated $462K.
  • Calvert Investment Management first reported a position in Align Technology in Q4 2015 and held it in 5 quarters.
  • Calvert Investment Management's Align Technology position peaked at $462K in Q4 2016.
  • 435 funds tracked by Wall St. Rank held Align Technology as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.