DI
ALGN icon

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 $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 $3.37T AUM 44.26% 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

Disciplined Investments's ALGN Position: Q3 2023 in Review

Disciplined Investments sold out of Align Technology (ALGN) in Q3 2023, closing a stake of 4 shares — an estimated $1.42K sold.

Disciplined Investments first reported a position in ALGN in Q4 2019 and held it in 10 quarters. The position peaked at $1.42K in Q2 2023. 808 funds tracked by Wall St. Rank hold ALGN as of Q3 2023.

  • Disciplined Investments reported no remaining Align Technology position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 4 Align Technology shares in Q3 2023, an estimated $1.42K.
  • Disciplined Investments first reported a position in Align Technology in Q4 2019 and held it in 10 quarters.
  • Disciplined Investments's Align Technology position peaked at $1.42K in Q2 2023.
  • 808 funds tracked by Wall St. Rank held Align Technology as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.