CCM
ALGN icon

Credo Capital Management’s Align Technology ALGN Stock Holding History

Credo Capital 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
2013
Q4 		$22K Sell
391
-156
-29% -$8.4K 0.09% 112
2013
Q3 		$26K Buy
547
+77
+16% +$3.36K 0.04% 102
2013
Q2 		$17K Buy
+470
New +$16.2K 0.01% 117

Other funds holding ALGN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Credo Capital Management's ALGN Position: Q4 2013 in Review

Credo Capital Management reduced its Align Technology (ALGN) stake by 29% in Q4 2013, selling an estimated $8.4K and leaving 391 shares worth $22K. The position accounts for 0.09% of the portfolio, ranked #112.

Credo Capital Management first reported a position in ALGN in Q2 2013 and has held it in 3 quarters since. The position peaked at $26K in Q3 2013. 248 funds tracked by Wall St. Rank hold ALGN as of Q4 2013.

  • Credo Capital Management held 391 shares of Align Technology worth $22K as of Q4 2013.
  • Credo Capital Management sold 156 Align Technology shares in Q4 2013, an estimated $8.4K.
  • Align Technology made up 0.09% of Credo Capital Management's portfolio in Q4 2013, its #112 holding.
  • Credo Capital Management first reported a position in Align Technology in Q2 2013 and has held it in 3 quarters since.
  • Credo Capital Management's Align Technology position peaked at $26K in Q3 2013.
  • 248 funds tracked by Wall St. Rank held Align Technology as of Q4 2013.

Based on Credo Capital Management's 13F filing for Q4 2013, filed 24 Jan 2014.