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Essex Investment Management’s Align Technology ALGN Stock Holding History

Essex Investment 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
2016
Q4 		– Sell
-7,945
Closed -$745K – 341
2016
Q3 		$745K Hold
7,945
– – 0.12% 209
2016
Q2 		$640K Hold
7,945
– – 0.11% 206
2016
Q1 		$578K Buy
+7,945
New +$520K 0.1% 205

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Essex Investment Management's ALGN Position: Q4 2016 in Review

Essex Investment Management sold out of Align Technology (ALGN) in Q4 2016, closing a stake of 7,945 shares — an estimated $745K sold.

Essex Investment Management first reported a position in ALGN in Q1 2016 and held it in 3 quarters. The position peaked at $745K in Q3 2016. 436 funds tracked by Wall St. Rank hold ALGN as of Q4 2016.

  • Essex Investment Management reported no remaining Align Technology position as of Q4 2016 after selling out during the quarter.
  • Essex Investment Management sold 7,945 Align Technology shares in Q4 2016, an estimated $745K.
  • Essex Investment Management first reported a position in Align Technology in Q1 2016 and held it in 3 quarters.
  • Essex Investment Management's Align Technology position peaked at $745K in Q3 2016.
  • 436 funds tracked by Wall St. Rank held Align Technology as of Q4 2016.

Based on Essex Investment Management's 13F filing for Q4 2016, filed 8 Feb 2017.