Greytown Advisors’s Align Technology ALGN Stock Holding History

Greytown Advisors’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	-950	Closed	-$317K	–	88
2023 Q1	$317K	Sell	950 -8	-0.8%	-$2.36K	0.16%	70
2022 Q4	$202K	Buy	+958	New	+$192K	0.11%	88
2022 Q3	–	Sell	-956	Closed	-$226K	–	97
2022 Q2	$226K	Buy	956 +3	+0.3%	+$922	0.13%	87
2022 Q1	$416K	Sell	953 -109	-10%	-$53.1K	0.2%	69
2021 Q4	$698K	Sell	1,062 -7	-0.7%	-$4.5K	0.3%	56
2021 Q3	$711K	Sell	1,069 -4	-0.4%	-$2.72K	0.32%	56
2021 Q2	$656K	Buy	1,073 +76	+8%	+$45K	0.32%	53
2021 Q1	$540K	Buy	997 +67	+7%	+$37K	0.3%	62
2020 Q4	$497K	Buy	930 +35	+4%	+$15.7K	0.34%	54
2020 Q3	$293K	Hold	895	–	–	0.24%	67
2020 Q2	$246K	Buy	+895	New	+$202K	0.23%	65
2020 Q1	–	Sell	-810	Closed	-$226K	–	67
2019 Q4	$226K	Buy	+810	New	+$202K	0.16%	65

Other funds holding ALGN

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Edgewood Management

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sands Capital Management

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Polen Capital Management

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