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Horan Capital Advisors’s Align Technology ALGN Stock Holding History

Horan Capital 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
2020
Q4 		– Sell
-87
Closed -$28K – 91
2020
Q3 		$28K Buy
+87
New +$26.6K 0.02% 202
2020
Q1 		– Sell
-100
Closed -$28K – 78
2019
Q4 		$28K Hold
100
– – 0.02% 177
2019
Q3 		$18K Buy
+100
New +$20.8K 0.01% 201
2019
Q2 		– Sell
-100
Closed -$28K – 78
2019
Q1 		$28K Buy
+100
New +$23.9K 0.02% 168
2017
Q4 		– Sell
-100
Closed -$19K – 75
2017
Q3 		$19K Buy
+100
New +$17.1K 0.01% 223

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Horan Capital Advisors's ALGN Position: Q4 2020 in Review

Horan Capital Advisors sold out of Align Technology (ALGN) in Q4 2020, closing a stake of 87 shares — an estimated $28K sold.

Horan Capital Advisors first reported a position in ALGN in Q3 2017 and held it in 5 quarters. The position peaked at $28K in Q3 2020. 800 funds tracked by Wall St. Rank hold ALGN as of Q4 2020.

  • Horan Capital Advisors reported no remaining Align Technology position as of Q4 2020 after selling out during the quarter.
  • Horan Capital Advisors sold 87 Align Technology shares in Q4 2020, an estimated $28K.
  • Horan Capital Advisors first reported a position in Align Technology in Q3 2017 and held it in 5 quarters.
  • Horan Capital Advisors's Align Technology position peaked at $28K in Q3 2020.
  • 800 funds tracked by Wall St. Rank held Align Technology as of Q4 2020.

Based on Horan Capital Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.