DOHJ LLC’s Align Technology ALGN Stock Holding History

DOHJ LLC’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
2024 Q4	–	Sell	-1,521	Closed	-$362K	–	137
2024 Q3	$362K	Buy	1,521 +3	+0.2%	+$708	0.08%	129
2024 Q2	$366K	Hold	1,518	–	–	0.09%	125
2024 Q1	$498K	Sell	1,518 -93	-6%	-$27.3K	0.13%	110
2023 Q4	$441K	Buy	1,611 +739	+85%	+$175K	0.13%	108
2023 Q3	$261K	Sell	872 -24	-3%	-$8.29K	0.12%	80
2023 Q2	$317K	Hold	896	–	–	0.14%	74
2023 Q1	$299K	Sell	896 -376	-30%	-$111K	0.15%	73
2022 Q4	$268K	Hold	1,272	–	–	0.15%	78
2022 Q3	$263K	Buy	+1,272	New	+$327K	0.18%	71
2022 Q2	–	Sell	-474	Closed	-$207K	–	82
2022 Q1	$207K	Hold	474	–	–	0.1%	92
2021 Q4	$312K	Sell	474 -96	-17%	-$61.7K	0.14%	85
2021 Q3	$356K	Buy	570 +94	+20%	+$63.8K	0.17%	78
2021 Q2	$291K	Buy	476 +2	+0.4%	+$1.18K	0.15%	83
2021 Q1	$257K	Hold	474	–	–	0.15%	83
2020 Q4	$292K	Sell	474 -226	-32%	-$102K	0.17%	65
2020 Q3	$344K	Buy	+700	New	+$214K	0.22%	56

Other funds holding ALGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return