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Jupiter Investment Management’s Align Technology ALGN Stock Holding History

Jupiter Investment 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
2020
Q2 		– Sell
-155,175
Closed -$27M – 386
2020
Q1 		$27M Buy
+155,175
New +$37.2M 0.53% 57
2019
Q4 		– Sell
-46,663
Closed -$8.44M – 434
2019
Q3 		$8.44M Sell
46,663
-105,101
-69% -$21.8M 0.11% 191
2019
Q2 		$41.5M Buy
+151,764
New +$45.8M 0.42% 83
2019
Q1 		– Sell
-684,602
Closed -$143M – 348
2018
Q4 		$143M Sell
684,602
-49,952
-7% -$12.6M 1.27% 25
2018
Q3 		$287M Sell
734,554
-7,981
-1% -$2.94M 1.96% 6
2018
Q2 		$254M Buy
742,535
+17,510
+2% +$5.22M 1.81% 8
2018
Q1 		$182M Sell
725,025
-219,628
-23% -$56.4M 1.45% 24
2017
Q4 		$210M Sell
944,653
-18,002
-2% -$4.09M 1.94% 10
2017
Q3 		$179M Sell
962,655
-5,431
-0.6% -$930K 1.88% 10
2017
Q2 		$145M Buy
968,086
+255,000
+36% +$34.6M 1.76% 9
2017
Q1 		$81.8M Buy
713,086
+171,488
+32% +$17.3M 1.16% 32
2016
Q4 		$52.1M Buy
541,598
+14,324
+3% +$1.33M 0.9% 38
2016
Q3 		$49.4M Buy
527,274
+457,690
+658% +$41.4M 0.86% 40
2016
Q2 		$5.6M Sell
69,584
-101,401
-59% -$7.75M 0.11% 167
2016
Q1 		$12.4M Sell
170,985
-20,530
-11% -$1.34M 0.25% 111
2015
Q4 		$12.6M Buy
191,515
+34,039
+22% +$2.18M 0.34% 88
2015
Q3 		$8.94M Buy
+157,476
New +$9.39M 0.25% 102
2015
Q1 		– Sell
-128,362
Closed -$7.18M – 328
2014
Q4 		$7.18M Buy
+128,362
New +$6.79M 0.25% 102
2014
Q2 		– Sell
-28,719
Closed -$1.49M – 329
2014
Q1 		$1.49M Buy
28,719
+12,293
+75% +$688K 0.1% 197
2013
Q4 		$938K Buy
+16,426
New +$884K 0.08% 240

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 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 $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Jupiter Investment Management's ALGN Position: Q2 2020 in Review

Jupiter Investment Management sold out of Align Technology (ALGN) in Q2 2020, closing a stake of 155,175 shares — an estimated $27M sold.

Jupiter Investment Management first reported a position in ALGN in Q4 2013 and held it in 20 quarters. The position peaked at $287M in Q3 2018. 632 funds tracked by Wall St. Rank hold ALGN as of Q2 2020.

  • Jupiter Investment Management reported no remaining Align Technology position as of Q2 2020 after selling out during the quarter.
  • Jupiter Investment Management sold 155,175 Align Technology shares in Q2 2020, an estimated $27M.
  • Jupiter Investment Management first reported a position in Align Technology in Q4 2013 and held it in 20 quarters.
  • Jupiter Investment Management's Align Technology position peaked at $287M in Q3 2018.
  • 632 funds tracked by Wall St. Rank held Align Technology as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.