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Kalmar Investments’s Align Technology ALGN Stock Holding History

Kalmar Investments’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
Q1 		– Sell
-147,550
Closed -$14.2M – 84
2016
Q4 		$14.2M Sell
147,550
-49,270
-25% -$4.58M 0.73% 72
2016
Q3 		$18.5M Sell
196,820
-72,720
-27% -$6.58M 0.84% 55
2016
Q2 		$21.7M Sell
269,540
-100
-0% -$7.65K 0.96% 39
2016
Q1 		$19.6M Sell
269,640
-436,045
-62% -$28.6M 0.8% 54
2015
Q4 		$46.5M Buy
705,685
+31,720
+5% +$2.03M 1.14% 28
2015
Q3 		$38.3M Sell
673,965
-8,000
-1% -$477K 0.9% 47
2015
Q2 		$42.8M Buy
681,965
+360,700
+112% +$21.3M 0.81% 52
2015
Q1 		$17.3M Sell
321,265
-261,705
-45% -$14.9M 0.32% 100
2014
Q4 		$32.6M Sell
582,970
-320
-0.1% -$16.9K 0.61% 69
2014
Q3 		$30.1M Buy
583,290
+188,845
+48% +$10.3M 0.57% 74
2014
Q2 		$22.1M Buy
+394,445
New +$20.5M 0.38% 98

Other funds holding ALGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kalmar Investments's ALGN Position: Q1 2017 in Review

Kalmar Investments sold out of Align Technology (ALGN) in Q1 2017, closing a stake of 147,550 shares — an estimated $14.2M sold.

Kalmar Investments first reported a position in ALGN in Q2 2014 and held it in 11 quarters. The position peaked at $46.5M in Q4 2015. 435 funds tracked by Wall St. Rank hold ALGN as of Q1 2017.

  • Kalmar Investments reported no remaining Align Technology position as of Q1 2017 after selling out during the quarter.
  • Kalmar Investments sold 147,550 Align Technology shares in Q1 2017, an estimated $14.2M.
  • Kalmar Investments first reported a position in Align Technology in Q2 2014 and held it in 11 quarters.
  • Kalmar Investments's Align Technology position peaked at $46.5M in Q4 2015.
  • 435 funds tracked by Wall St. Rank held Align Technology as of Q1 2017.

Based on Kalmar Investments's 13F filing for Q1 2017, filed 26 Apr 2017.