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Epoch Investment Partners’s Align Technology ALGN Stock Holding History

Epoch Investment Partners’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
Q2 		– Sell
-92,811
Closed -$31M – 441
2023
Q1 		$31M Sell
92,811
-112,970
-55% -$33.3M 0.18% 173
2022
Q4 		$43.4M Buy
205,781
+50,211
+32% +$10.1M 0.26% 137
2022
Q3 		$32.2M Buy
155,570
+49,638
+47% +$12.8M 0.21% 152
2022
Q2 		$25.1M Buy
105,932
+57,653
+119% +$17.7M 0.15% 187
2022
Q1 		$21M Buy
48,279
+10,479
+28% +$5.1M 0.1% 208
2021
Q4 		$24.8M Sell
37,800
-12,819
-25% -$8.24M 0.13% 188
2021
Q3 		$33.7M Sell
50,619
-13,546
-21% -$9.2M 0.19% 164
2021
Q2 		$39.2M Buy
64,165
+999
+2% +$591K 0.21% 142
2021
Q1 		$34.2M Sell
63,166
-17,892
-22% -$9.89M 0.16% 156
2020
Q4 		$43.3M Sell
81,058
-26,971
-25% -$12.1M 0.2% 131
2020
Q3 		$35.4M Sell
108,029
-224,489
-68% -$68.5M 0.18% 131
2020
Q2 		$91.3M Buy
332,518
+269,281
+426% +$60.6M 0.47% 76
2020
Q1 		$11M Buy
63,237
+31,130
+97% +$7.45M 0.07% 198
2019
Q4 		$8.96M Buy
32,107
+21,230
+195% +$5.29M 0.04% 230
2019
Q3 		$1.97M Sell
10,877
-47
-0.4% -$9.77K 0.01% 254
2019
Q2 		$2.99M Buy
10,924
+507
+5% +$153K 0.01% 254
2019
Q1 		$2.96M Buy
10,417
+587
+6% +$140K 0.01% 274
2018
Q4 		$2.06M Buy
9,830
+402
+4% +$102K 0.01% 276
2018
Q3 		$3.69M Sell
9,428
-3,216
-25% -$1.19M 0.01% 264
2018
Q2 		$4.33M Sell
12,644
-80
-0.6% -$23.9K 0.01% 255
2018
Q1 		$3.2M Sell
12,724
-3,420
-21% -$878K 0.01% 267
2017
Q4 		$3.59M Buy
16,144
+279
+2% +$63.4K 0.01% 256
2017
Q3 		$2.96M Buy
15,865
+100
+0.6% +$17.1K 0.01% 265
2017
Q2 		$2.37M Hold
15,765
– – 0.01% 269
2017
Q1 		$1.81M Hold
15,765
– – 0.01% 279
2016
Q4 		$1.51M Buy
15,765
+4,702
+43% +$437K 0.01% 260
2016
Q3 		$1.04M Buy
11,063
+2,455
+29% +$222K ﹤0.01% 274
2016
Q2 		$694K Buy
+8,608
New +$658K ﹤0.01% 271

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 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

Epoch Investment Partners's ALGN Position: Q2 2023 in Review

Epoch Investment Partners sold out of Align Technology (ALGN) in Q2 2023, closing a stake of 92,811 shares — an estimated $31M sold.

Epoch Investment Partners first reported a position in ALGN in Q2 2016 and held it in 28 quarters. The position peaked at $91.3M in Q2 2020. 772 funds tracked by Wall St. Rank hold ALGN as of Q2 2023.

  • Epoch Investment Partners reported no remaining Align Technology position as of Q2 2023 after selling out during the quarter.
  • Epoch Investment Partners sold 92,811 Align Technology shares in Q2 2023, an estimated $31M.
  • Epoch Investment Partners first reported a position in Align Technology in Q2 2016 and held it in 28 quarters.
  • Epoch Investment Partners's Align Technology position peaked at $91.3M in Q2 2020.
  • 772 funds tracked by Wall St. Rank held Align Technology as of Q2 2023.

Based on Epoch Investment Partners's 13F filing for Q2 2023, filed 11 Aug 2023.