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Jacobi Capital Management’s Align Technology ALGN Stock Holding History

Jacobi Capital 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
2021
Q4 		– Sell
-15
Closed -$10K – 453
2021
Q3 		$10K Hold
15
– – ﹤0.01% 1043
2021
Q2 		$9K Hold
15
– – ﹤0.01% 1044
2021
Q1 		$8K Hold
15
– – ﹤0.01% 1018
2020
Q4 		$8K Hold
15
– – ﹤0.01% 914
2020
Q3 		$5K Buy
+15
New +$4.58K ﹤0.01% 925

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BlackRock New York $5.72T 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Jacobi Capital Management's ALGN Position: Q4 2021 in Review

Jacobi Capital Management sold out of Align Technology (ALGN) in Q4 2021, closing a stake of 15 shares — an estimated $10K sold.

Jacobi Capital Management first reported a position in ALGN in Q3 2020 and held it in 5 quarters. The position peaked at $10K in Q3 2021. 931 funds tracked by Wall St. Rank hold ALGN as of Q4 2021.

  • Jacobi Capital Management reported no remaining Align Technology position as of Q4 2021 after selling out during the quarter.
  • Jacobi Capital Management sold 15 Align Technology shares in Q4 2021, an estimated $10K.
  • Jacobi Capital Management first reported a position in Align Technology in Q3 2020 and held it in 5 quarters.
  • Jacobi Capital Management's Align Technology position peaked at $10K in Q3 2021.
  • 931 funds tracked by Wall St. Rank held Align Technology as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.