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Dixon Mitchell Investment Counsel’s Align Technology ALGN Stock Holding History

Dixon Mitchell Investment Counsel’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
-663
Closed -$234K – 60
2023
Q2 		$234K Hold
663
– – 0.01% 60
2023
Q1 		$222K Buy
+663
New +$196K 0.01% 58

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

Dixon Mitchell Investment Counsel's ALGN Position: Q3 2023 in Review

Dixon Mitchell Investment Counsel sold out of Align Technology (ALGN) in Q3 2023, closing a stake of 663 shares — an estimated $234K sold.

Dixon Mitchell Investment Counsel first reported a position in ALGN in Q1 2023 and held it in 2 quarters. The position peaked at $234K in Q2 2023. 808 funds tracked by Wall St. Rank hold ALGN as of Q3 2023.

  • Dixon Mitchell Investment Counsel reported no remaining Align Technology position as of Q3 2023 after selling out during the quarter.
  • Dixon Mitchell Investment Counsel sold 663 Align Technology shares in Q3 2023, an estimated $234K.
  • Dixon Mitchell Investment Counsel first reported a position in Align Technology in Q1 2023 and held it in 2 quarters.
  • Dixon Mitchell Investment Counsel's Align Technology position peaked at $234K in Q2 2023.
  • 808 funds tracked by Wall St. Rank held Align Technology as of Q3 2023.

Based on Dixon Mitchell Investment Counsel's 13F filing for Q3 2023, filed 17 Jan 2024.