FMT
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First Mercantile Trust’s Align Technology ALGN Stock Holding History

First Mercantile Trust’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
2021
Q3 		$1.44M Sell
2,159
-167
-7% -$113K 0.19% 77
2021
Q2 		$1.42M Sell
2,326
-139
-6% -$82.3K 0.17% 81
2021
Q1 		$1.33M Buy
2,465
+2,119
+612% +$1.17M 0.15% 85
2020
Q4 		$185K Buy
346
+138
+66% +$62K 0.02% 457
2020
Q3 		$99K Buy
+208
New +$63.5K 0.01% 680
2020
Q1 		– Sell
-506
Closed -$141K – 843
2019
Q4 		$141K Buy
506
+15
+3% +$3.74K 0.02% 577
2019
Q3 		$89K Buy
+491
New +$102K 0.01% 724
2014
Q2 		– Sell
-43,806
Closed -$2.27M – 1163
2014
Q1 		$2.27M Buy
+43,806
New +$2.45M 0.16% 156

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return