DI
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Disciplined Investments’s Align Technology ALGN Stock Holding History

Disciplined Investments’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
-4
Closed -$1.42K – 160
2023
Q2 		$1.42K Hold
4
– – ﹤0.01% 807
2023
Q1 		$1.34K Buy
4
+2
+100% +$590 ﹤0.01% 842
2022
Q4 		$422 Hold
2
– – ﹤0.01% 1241
2022
Q3 		$0 Sell
2
-1
-33% -$257 ﹤0.01% 1204
2022
Q2 		$1K Buy
3
+1
+50% +$307 ﹤0.01% 789
2022
Q1 		$1K Buy
+2
New +$973 ﹤0.01% 846
2020
Q4 		– Sell
-3
Closed -$1K – 317
2020
Q3 		$1K Hold
3
– – ﹤0.01% 364
2020
Q2 		$1K Hold
3
– – ﹤0.01% 369
2020
Q1 		$1K Hold
3
– – ﹤0.01% 380
2019
Q4 		$1K Buy
+3
New +$748 ﹤0.01% 397

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return