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Donaldson Capital Management’s Align Technology ALGN Stock Holding History

Donaldson Capital Management’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
2022
Q2 		– Sell
-599
Closed -$261K – 231
2022
Q1 		$261K Buy
+599
New +$292K 0.01% 230
2018
Q4 		– Sell
-767
Closed -$300K – 168
2018
Q3 		$300K Buy
+767
New +$283K 0.03% 150

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Donaldson Capital Management's ALGN Position: Q2 2022 in Review

Donaldson Capital Management sold out of Align Technology (ALGN) in Q2 2022, closing a stake of 599 shares — an estimated $261K sold.

Donaldson Capital Management first reported a position in ALGN in Q3 2018 and held it in 2 quarters. The position peaked at $300K in Q3 2018. 747 funds tracked by Wall St. Rank hold ALGN as of Q2 2022.

  • Donaldson Capital Management reported no remaining Align Technology position as of Q2 2022 after selling out during the quarter.
  • Donaldson Capital Management sold 599 Align Technology shares in Q2 2022, an estimated $261K.
  • Donaldson Capital Management first reported a position in Align Technology in Q3 2018 and held it in 2 quarters.
  • Donaldson Capital Management's Align Technology position peaked at $300K in Q3 2018.
  • 747 funds tracked by Wall St. Rank held Align Technology as of Q2 2022.

Based on Donaldson Capital Management's 13F filing for Q2 2022, filed 11 Aug 2022.