CIP
ALGN icon

Chartwell Investment Partners’s Align Technology ALGN Stock Holding History

Chartwell Investment Partners’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
2024
Q1 		– Sell
-1,886
Closed -$517K – 411
2023
Q4 		$517K Buy
1,886
+342
+22% +$81.1K 0.02% 401
2023
Q3 		$472K Buy
1,544
+212
+16% +$73.3K 0.02% 395
2023
Q2 		$471K Sell
1,332
-46
-3% -$14.6K 0.02% 391
2023
Q1 		$461K Buy
+1,378
New +$407K 0.02% 384
2018
Q2 		– Sell
-2,687
Closed -$675K – 485
2018
Q1 		$675K Hold
2,687
– – 0.02% 391
2017
Q4 		$597K Buy
+2,687
New +$610K 0.02% 397

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Chartwell Investment Partners's ALGN Position: Q1 2024 in Review

Chartwell Investment Partners sold out of Align Technology (ALGN) in Q1 2024, closing a stake of 1,886 shares — an estimated $517K sold.

Chartwell Investment Partners first reported a position in ALGN in Q4 2017 and held it in 6 quarters. The position peaked at $675K in Q1 2018. 818 funds tracked by Wall St. Rank hold ALGN as of Q1 2024.

  • Chartwell Investment Partners reported no remaining Align Technology position as of Q1 2024 after selling out during the quarter.
  • Chartwell Investment Partners sold 1,886 Align Technology shares in Q1 2024, an estimated $517K.
  • Chartwell Investment Partners first reported a position in Align Technology in Q4 2017 and held it in 6 quarters.
  • Chartwell Investment Partners's Align Technology position peaked at $675K in Q1 2018.
  • 818 funds tracked by Wall St. Rank held Align Technology as of Q1 2024.

Based on Chartwell Investment Partners's 13F filing for Q1 2024, filed 14 May 2024.