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Cumberland Partners’s Align Technology ALGN Stock Holding History

Cumberland 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
2018
Q3 		– Sell
-618
Closed -$211K – 180
2018
Q2 		$211K Sell
618
-402
-39% -$120K 0.02% 184
2018
Q1 		$256K Buy
+1,020
New +$262K 0.04% 54

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cumberland Partners's ALGN Position: Q3 2018 in Review

Cumberland Partners sold out of Align Technology (ALGN) in Q3 2018, closing a stake of 618 shares — an estimated $211K sold.

Cumberland Partners first reported a position in ALGN in Q1 2018 and held it in 2 quarters. The position peaked at $256K in Q1 2018. 713 funds tracked by Wall St. Rank hold ALGN as of Q3 2018.

  • Cumberland Partners reported no remaining Align Technology position as of Q3 2018 after selling out during the quarter.
  • Cumberland Partners sold 618 Align Technology shares in Q3 2018, an estimated $211K.
  • Cumberland Partners first reported a position in Align Technology in Q1 2018 and held it in 2 quarters.
  • Cumberland Partners's Align Technology position peaked at $256K in Q1 2018.
  • 713 funds tracked by Wall St. Rank held Align Technology as of Q3 2018.

Based on Cumberland Partners's 13F filing for Q3 2018, filed 15 Nov 2018.