Chicago Capital’s Align Technology ALGN Stock Holding History

Chicago Capital’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 Q4	–	Sell	-1,208	Closed	-$307K	–	319
2024 Q3	$307K	Hold	1,208	–	–	0.01%	263
2024 Q2	$292K	Hold	1,208	–	–	0.01%	264
2024 Q1	$396K	Hold	1,208	–	–	0.01%	234
2023 Q4	$331K	Buy	+1,208	New	+$286K	0.01%	230
2022 Q2	–	Sell	-889	Closed	-$388K	–	240
2022 Q1	$388K	Sell	889 -285	-24%	-$139K	0.02%	196
2021 Q4	$772K	Sell	1,174 -366	-24%	-$235K	0.03%	145
2021 Q3	$1.02M	Buy	1,540 +404	+36%	+$274K	0.04%	117
2021 Q2	$694K	Buy	+1,136	New	+$672K	0.03%	143
2020 Q4	–	Sell	-2,609	Closed	-$854K	–	230
2020 Q3	$854K	Hold	2,609	–	–	0.04%	117
2020 Q2	$716K	Hold	2,609	–	–	0.04%	129
2020 Q1	$454K	Hold	2,609	–	–	0.04%	139
2019 Q4	$728K	Hold	2,609	–	–	0.04%	133
2019 Q3	$472K	Buy	2,609 +812	+45%	+$169K	0.03%	159
2019 Q2	$492K	Buy	+1,797	New	+$543K	0.03%	161

Other funds holding ALGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management

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

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Millennium Management

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return