Insight Capital Research & Management’s Align Technology ALGN Stock Holding History

Insight Capital Research & 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
2017 Q3	$3.58M	Sell	19,216 -268	-1%	-$45.9K	2.02%	8
2017 Q2	$2.92M	Sell	19,484 -1,483	-7%	-$201K	1.72%	12
2017 Q1	$2.4M	Sell	20,967 -25,641	-55%	-$2.59M	1.35%	29
2016 Q4	$4.48M	Sell	46,608 -16,228	-26%	-$1.51M	2.38%	5
2016 Q3	$5.89M	Buy	62,836 +1,885	+3%	+$170K	2.62%	2
2016 Q2	$4.91M	Buy	+60,951	New	+$4.66M	1.71%	8
2014 Q2	–	Sell	-47,210	Closed	-$2.44M	–	120
2014 Q1	$2.44M	Buy	47,210 +773	+2%	+$43.3K	0.56%	70
2013 Q4	$2.65M	Buy	+46,437	New	+$2.5M	0.59%	66

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Insight Capital Research & Management's ALGN Position: Q3 2017 in Review

Insight Capital Research & Management reduced its Align Technology (ALGN) stake by 1.4% in Q3 2017, selling an estimated $45.9K and leaving 19,216 shares worth $3.58M. The position accounts for 2.02% of the portfolio, ranked #8.

Insight Capital Research & Management first reported a position in ALGN in Q4 2013 and has held it in 8 quarters since. The position peaked at $5.89M in Q3 2016. 553 funds tracked by Wall St. Rank hold ALGN as of Q3 2017.

Insight Capital Research & Management held 19,216 shares of Align Technology worth $3.58M as of Q3 2017.
Insight Capital Research & Management sold 268 Align Technology shares in Q3 2017, an estimated $45.9K.
Align Technology made up 2.02% of Insight Capital Research & Management's portfolio in Q3 2017, its #8 holding.
Insight Capital Research & Management first reported a position in Align Technology in Q4 2013 and has held it in 8 quarters since.
Insight Capital Research & Management's Align Technology position peaked at $5.89M in Q3 2016.
553 funds tracked by Wall St. Rank held Align Technology as of Q3 2017.

Based on Insight Capital Research & Management's 13F filing for Q3 2017, filed 15 Nov 2017.