Edgewood Management
ALGN icon

Edgewood Management’s Align Technology ALGN Stock Holding History

Edgewood 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
2023
Q4 		– Sell
-2,857,317
Closed -$872M – 80
2023
Q3 		$872M Sell
2,857,317
-420,590
-13% -$145M 2.85% 20
2023
Q2 		$1.16B Sell
3,277,907
-105,529
-3% -$33.6M 3.52% 18
2023
Q1 		$1.13B Sell
3,383,436
-25,709
-0.8% -$7.58M 3.62% 18
2022
Q4 		$719M Sell
3,409,145
-466,276
-12% -$93.3M 2.56% 19
2022
Q3 		$803M Sell
3,875,421
-237,379
-6% -$61.1M 2.8% 21
2022
Q2 		$973M Sell
4,112,800
-259,383
-6% -$79.7M 2.87% 20
2022
Q1 		$1.91B Sell
4,372,183
-13,398
-0.3% -$6.52M 3.82% 16
2021
Q4 		$2.88B Sell
4,385,581
-91,022
-2% -$58.5M 4.73% 8
2021
Q3 		$2.98B Buy
4,476,603
+3,502
+0.1% +$2.38M 5% 5
2021
Q2 		$2.73B Sell
4,473,101
-26,736
-0.6% -$15.8M 4.62% 9
2021
Q1 		$2.44B Sell
4,499,837
-113,783
-2% -$62.9M 4.82% 6
2020
Q4 		$2.47B Sell
4,613,620
-575,500
-11% -$259M 4.89% 8
2020
Q3 		$1.7B Buy
5,189,120
+52,308
+1% +$16M 3.74% 17
2020
Q2 		$1.41B Buy
5,136,812
+358,509
+8% +$80.7M 3.41% 18
2020
Q1 		$831M Buy
4,778,303
+80,107
+2% +$19.2M 2.76% 21
2019
Q4 		$1.31B Sell
4,698,196
-16,372
-0.3% -$4.08M 3.91% 15
2019
Q3 		$853M Buy
4,714,568
+1,633,957
+53% +$340M 2.8% 19
2019
Q2 		$843M Buy
3,080,611
+1,066,376
+53% +$322M 2.77% 21
2019
Q1 		$573M Buy
+2,014,235
New +$481M 2% 22

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Edgewood Management's ALGN Position: Q4 2023 in Review

Edgewood Management sold out of Align Technology (ALGN) in Q4 2023, closing a stake of 2,857,317 shares — an estimated $872M sold.

Edgewood Management first reported a position in ALGN in Q1 2019 and held it in 19 quarters. The position peaked at $2.98B in Q3 2021. 788 funds tracked by Wall St. Rank hold ALGN as of Q4 2023.

  • Edgewood Management reported no remaining Align Technology position as of Q4 2023 after selling out during the quarter.
  • Edgewood Management sold 2,857,317 Align Technology shares in Q4 2023, an estimated $872M.
  • Edgewood Management first reported a position in Align Technology in Q1 2019 and held it in 19 quarters.
  • Edgewood Management's Align Technology position peaked at $2.98B in Q3 2021.
  • 788 funds tracked by Wall St. Rank held Align Technology as of Q4 2023.

Based on Edgewood Management's 13F filing for Q4 2023, filed 13 Feb 2024.