Gilbert & Cook’s Align Technology ALGN Stock Holding History

Gilbert & Cook’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 Q4	–	Sell	-369	Closed	-$246K	–	208
2021 Q3	$246K	Buy	369 +18	+5%	+$12.2K	0.04%	188
2021 Q2	$214K	Buy	+351	New	+$208K	0.04%	201

Other funds holding ALGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Gilbert & Cook's ALGN Position: Q4 2021 in Review

Gilbert & Cook sold out of Align Technology (ALGN) in Q4 2021, closing a stake of 369 shares — an estimated $246K sold.

Gilbert & Cook first reported a position in ALGN in Q2 2021 and held it in 2 quarters. The position peaked at $246K in Q3 2021. 931 funds tracked by Wall St. Rank hold ALGN as of Q4 2021.

Gilbert & Cook reported no remaining Align Technology position as of Q4 2021 after selling out during the quarter.
Gilbert & Cook sold 369 Align Technology shares in Q4 2021, an estimated $246K.
Gilbert & Cook first reported a position in Align Technology in Q2 2021 and held it in 2 quarters.
Gilbert & Cook's Align Technology position peaked at $246K in Q3 2021.
931 funds tracked by Wall St. Rank held Align Technology as of Q4 2021.

Based on Gilbert & Cook's 13F filing for Q4 2021, filed 19 Jan 2022.