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Crescent Grove Advisors’s Align Technology ALGN Stock Holding History

Crescent Grove Advisors’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
Q3 		– Sell
-675
Closed -$239K – 274
2023
Q2 		$239K Sell
675
-20
-3% -$6.37K 0.03% 256
2023
Q1 		$232K Buy
+695
New +$205K 0.03% 260

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Crescent Grove Advisors's ALGN Position: Q3 2023 in Review

Crescent Grove Advisors sold out of Align Technology (ALGN) in Q3 2023, closing a stake of 675 shares — an estimated $239K sold.

Crescent Grove Advisors first reported a position in ALGN in Q1 2023 and held it in 2 quarters. The position peaked at $239K in Q2 2023. 808 funds tracked by Wall St. Rank hold ALGN as of Q3 2023.

  • Crescent Grove Advisors reported no remaining Align Technology position as of Q3 2023 after selling out during the quarter.
  • Crescent Grove Advisors sold 675 Align Technology shares in Q3 2023, an estimated $239K.
  • Crescent Grove Advisors first reported a position in Align Technology in Q1 2023 and held it in 2 quarters.
  • Crescent Grove Advisors's Align Technology position peaked at $239K in Q2 2023.
  • 808 funds tracked by Wall St. Rank held Align Technology as of Q3 2023.

Based on Crescent Grove Advisors's 13F filing for Q3 2023, filed 25 Oct 2023.