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 $6.73T AUM 46.02% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cavalier Investments's ALGN Position: Q1 2023 in Review

Cavalier Investments sold out of Align Technology (ALGN) in Q1 2023, closing a stake of 2,807 shares — an estimated $592K sold.

Cavalier Investments first reported a position in ALGN in Q3 2016 and held it in 15 quarters. The position peaked at $3.03M in Q3 2018. 769 funds tracked by Wall St. Rank hold ALGN as of Q1 2023.

Cavalier Investments reported no remaining Align Technology position as of Q1 2023 after selling out during the quarter.
Cavalier Investments sold 2,807 Align Technology shares in Q1 2023, an estimated $592K.
Cavalier Investments first reported a position in Align Technology in Q3 2016 and held it in 15 quarters.
Cavalier Investments's Align Technology position peaked at $3.03M in Q3 2018.
769 funds tracked by Wall St. Rank held Align Technology as of Q1 2023.

Based on Cavalier Investments's 13F filing for Q1 2023, filed 10 May 2023.