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Kaizen Advisory’s Align Technology ALGN Stock Holding History

Kaizen Advisory’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
2018
Q4 		$40K Buy
190
+13
+7% +$3.29K 0.03% 368
2018
Q3 		$69K Hold
177
– – 0.04% 280
2018
Q2 		$61K Buy
177
+109
+160% +$32.5K 0.03% 292
2018
Q1 		$17K Hold
68
– – 0.02% 360
2017
Q4 		$15K Buy
+68
New +$15.4K 0.01% 371

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kaizen Advisory's ALGN Position: Q4 2018 in Review

Kaizen Advisory increased its Align Technology (ALGN) stake by 7.3% in Q4 2018, buying an estimated $3.29K and bringing the position to 190 shares worth $40K. The position accounts for 0.03% of the portfolio, ranked #368.

Kaizen Advisory first reported a position in ALGN in Q4 2017 and has held it in 5 quarters since. The position peaked at $69K in Q3 2018. 633 funds tracked by Wall St. Rank hold ALGN as of Q4 2018.

  • Kaizen Advisory held 190 shares of Align Technology worth $40K as of Q4 2018.
  • Kaizen Advisory bought 13 Align Technology shares in Q4 2018, an estimated $3.29K.
  • Align Technology made up 0.03% of Kaizen Advisory's portfolio in Q4 2018, its #368 holding.
  • Kaizen Advisory first reported a position in Align Technology in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's Align Technology position peaked at $69K in Q3 2018.
  • 633 funds tracked by Wall St. Rank held Align Technology as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.