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Kanaly Trust’s Align Technology ALGN Stock Holding History

Kanaly Trust’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
2016
Q4 		$5K Hold
47
– – ﹤0.01% 650
2016
Q3 		$4K Hold
47
– – ﹤0.01% 666
2016
Q2 		$4K Buy
47
+41
+683% +$3.13K ﹤0.01% 665
2016
Q1 		$0 Buy
+6
New +$393 ﹤0.01% 873

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Kanaly Trust's ALGN Position: Q4 2016 in Review

Kanaly Trust held its Align Technology (ALGN) position steady in Q4 2016 at 47 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Kanaly Trust first reported a position in ALGN in Q1 2016 and has held it in 4 quarters since. 435 funds tracked by Wall St. Rank hold ALGN as of Q4 2016.

  • Kanaly Trust held 47 shares of Align Technology worth $5K as of Q4 2016.
  • Kanaly Trust left its Align Technology share count unchanged in Q4 2016.
  • Align Technology made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #650 holding.
  • Kanaly Trust first reported a position in Align Technology in Q1 2016 and has held it in 4 quarters since.
  • 435 funds tracked by Wall St. Rank held Align Technology as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.