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EFG Asset Management (Americas)’s Align Technology ALGN Stock Holding History

EFG Asset Management (Americas)’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
Q2 		– Sell
-853
Closed -$280K – 124
2024
Q1 		$280K Sell
853
-314
-27% -$92.1K 0.09% 114
2023
Q4 		$320K Buy
1,167
+41
+4% +$9.72K 0.07% 123
2023
Q3 		$344K Sell
1,126
-48
-4% -$16.6K 0.08% 120
2023
Q2 		$415K Buy
1,174
+43
+4% +$13.7K 0.1% 115
2023
Q1 		$378K Buy
1,131
+133
+13% +$39.2K 0.09% 115
2022
Q4 		$210K Sell
998
-6,869
-87% -$1.37M 0.05% 126
2022
Q3 		$1.63M Buy
7,867
+1,550
+25% +$399K 0.41% 71
2022
Q2 		$1.5M Sell
6,317
-1,496
-19% -$460K 0.35% 73
2022
Q1 		$3.41M Sell
7,813
-189
-2% -$92K 0.63% 50
2021
Q4 		$5.26M Buy
8,002
+1,115
+16% +$717K 0.88% 36
2021
Q3 		$4.58M Sell
6,887
-1,769
-20% -$1.2M 0.82% 42
2021
Q2 		$5.29M Sell
8,656
-773
-8% -$457K 0.98% 33
2021
Q1 		$5.11M Sell
9,429
-744
-7% -$411K 1.04% 32
2020
Q4 		$5.44M Sell
10,173
-1,185
-10% -$533K 1.11% 33
2020
Q3 		$3.72M Sell
11,358
-1,082
-9% -$330K 0.84% 44
2020
Q2 		$3.41M Buy
+12,440
New +$2.8M 0.89% 46
2018
Q4 		– Sell
-9,408
Closed -$3.68M – 106
2018
Q3 		$3.68M Buy
9,408
+3,432
+57% +$1.27M 1.05% 34
2018
Q2 		$2.04M Buy
5,976
+2,775
+87% +$828K 0.62% 53
2018
Q1 		$804K Sell
3,201
-65
-2% -$16.7K 0.33% 71
2017
Q4 		$726K Buy
3,266
+600
+23% +$136K 0.26% 82
2017
Q3 		$497K Buy
2,666
+485
+22% +$83K 0.19% 90
2017
Q2 		$327K Buy
+2,181
New +$296K 0.12% 106

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

EFG Asset Management (Americas)'s ALGN Position: Q2 2024 in Review

EFG Asset Management (Americas) sold out of Align Technology (ALGN) in Q2 2024, closing a stake of 853 shares — an estimated $280K sold.

EFG Asset Management (Americas) first reported a position in ALGN in Q2 2017 and held it in 22 quarters. The position peaked at $5.44M in Q4 2020. 768 funds tracked by Wall St. Rank hold ALGN as of Q2 2024.

  • EFG Asset Management (Americas) reported no remaining Align Technology position as of Q2 2024 after selling out during the quarter.
  • EFG Asset Management (Americas) sold 853 Align Technology shares in Q2 2024, an estimated $280K.
  • EFG Asset Management (Americas) first reported a position in Align Technology in Q2 2017 and held it in 22 quarters.
  • EFG Asset Management (Americas)'s Align Technology position peaked at $5.44M in Q4 2020.
  • 768 funds tracked by Wall St. Rank held Align Technology as of Q2 2024.

Based on EFG Asset Management (Americas)'s 13F filing for Q2 2024, filed 6 Aug 2024.