Cavalier Investments’s Align Technology ALGN Stock Holding History

Cavalier Investments’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
2023 Q1	–	Sell	-2,807	Closed	-$592K	–	67
2022 Q4	$592K	Sell	2,807 -172	-6%	-$34.4K	0.21%	78
2022 Q3	$617K	Buy	2,979 +924	+45%	+$238K	0.22%	75
2022 Q2	$486K	Sell	2,055 -198	-9%	-$60.8K	0.17%	92
2022 Q1	$982K	Sell	2,253 -252	-10%	-$123K	0.26%	84
2021 Q4	$1.65M	Buy	2,505 +288	+13%	+$185K	0.43%	74
2021 Q3	$1.48M	Buy	+2,217	New	+$1.51M	0.47%	82
2018 Q4	–	Sell	-7,750	Closed	-$3.03M	–	160
2018 Q3	$3.03M	Hold	7,750	–	–	0.88%	27
2018 Q2	$2.65M	Buy	7,750 +1,300	+20%	+$388K	0.89%	24
2018 Q1	$1.62M	Buy	6,450 +1,450	+29%	+$372K	0.57%	37
2017 Q4	$1.11M	Hold	5,000	–	–	0.44%	51
2017 Q3	$931K	Hold	5,000	–	–	0.45%	59
2017 Q2	$574K	Hold	5,000	–	–	0.32%	70
2017 Q1	$574K	Hold	5,000	–	–	0.32%	72
2016 Q4	$481K	Buy	5,000 +1,900	+61%	+$176K	0.31%	68
2016 Q3	$291K	Buy	+3,100	New	+$280K	0.18%	92

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

Edgewood Management

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Sands Capital Management

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $14.5B AUM 5.7% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return