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EverPoint Asset Management’s Align Technology ALGN Stock Holding History

EverPoint Asset 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
2014
Q4 		– Sell
-150,000
Closed -$7.75M – 448
2014
Q3 		$7.75M Buy
+150,000
New +$8.17M 0.18% 191

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 18.13% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 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 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

EverPoint Asset Management's ALGN Position: Q4 2016 in Review

EverPoint Asset Management increased its Align Technology (ALGN) stake by 82% in Q4 2016, buying an estimated $8.36M and bringing the position to 200,000 shares worth $19.2M. The position accounts for 0.36% of the portfolio, ranked #67.

EverPoint Asset Management first reported a position in ALGN in Q2 2014 and has held it in 11 quarters since. The position peaked at $30M in Q1 2015. 435 funds tracked by Wall St. Rank hold ALGN as of Q4 2016.

  • EverPoint Asset Management held 200,000 shares of Align Technology worth $19.2M as of Q4 2016.
  • EverPoint Asset Management bought 90,000 Align Technology shares in Q4 2016, an estimated $8.36M.
  • Align Technology made up 0.36% of EverPoint Asset Management's portfolio in Q4 2016, its #67 holding.
  • EverPoint Asset Management first reported a position in Align Technology in Q2 2014 and has held it in 11 quarters since.
  • EverPoint Asset Management's Align Technology position peaked at $30M in Q1 2015.
  • 435 funds tracked by Wall St. Rank held Align Technology as of Q4 2016.

Based on EverPoint Asset Management's 13F filing for Q4 2016, filed 14 Feb 2017.