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Lee Ainslie’s Align Technology ALGN Stock Holding History

Lee Ainslie’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
2023
Q3 		– Sell
-1,885
Closed -$667K – 306
2023
Q2 		$667K Buy
1,885
+1,132
+150% +$360K 0.01% 199
2023
Q1 		$252K Buy
+753
New +$222K 0.01% 433
2022
Q1 		– Sell
-205
Closed -$135K – 234
2021
Q4 		$135K Sell
205
-962
-82% -$619K ﹤0.01% 124
2021
Q3 		$777K Buy
1,167
+755
+183% +$513K 0.01% 372
2021
Q2 		$252K Buy
+412
New +$244K ﹤0.01% 451
2021
Q1 		– Sell
-306
Closed -$164K – 697
2020
Q4 		$164K Sell
306
-4,806
-94% -$2.16M ﹤0.01% 548
2020
Q3 		$1.67M Buy
+5,112
New +$1.56M 0.03% 169
2020
Q2 		– Sell
-5,627
Closed -$979K – 566
2020
Q1 		$979K Sell
5,627
-14,535
-72% -$3.48M 0.02% 311
2019
Q4 		$5.63M Sell
20,162
-854
-4% -$213K 0.08% 102
2019
Q3 		$3.8M Buy
21,016
+4,526
+27% +$941K 0.06% 203
2019
Q2 		$4.51M Buy
+16,490
New +$4.98M 0.07% 177
2018
Q4 		– Sell
-7,690
Closed -$3.01M – 258
2018
Q3 		$3.01M Sell
7,690
-12,900
-63% -$4.76M 0.04% 201
2018
Q2 		$7.04M Sell
20,590
-11,820
-36% -$3.53M 0.08% 140
2018
Q1 		$8.14M Buy
32,410
+6,760
+26% +$1.74M 0.11% 135
2017
Q4 		$5.7M Buy
25,650
+7,040
+38% +$1.6M 0.07% 145
2017
Q3 		$3.47M Buy
18,610
+2,470
+15% +$423K 0.04% 122
2017
Q2 		$2.42M Buy
+16,140
New +$2.19M 0.03% 116

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Lee Ainslie's ALGN Position: Q3 2023 in Review

Lee Ainslie sold out of Align Technology (ALGN) in Q3 2023, closing a stake of 1,885 shares — an estimated $667K sold.

Lee Ainslie first reported a position in ALGN in Q2 2017 and held it in 17 quarters. The position peaked at $8.14M in Q1 2018. 808 funds tracked by Wall St. Rank hold ALGN as of Q3 2023.

  • Lee Ainslie reported no remaining Align Technology position as of Q3 2023 after selling out during the quarter.
  • Lee Ainslie sold 1,885 Align Technology shares in Q3 2023, an estimated $667K.
  • Lee Ainslie first reported a position in Align Technology in Q2 2017 and held it in 17 quarters.
  • Lee Ainslie's Align Technology position peaked at $8.14M in Q1 2018.
  • 808 funds tracked by Wall St. Rank held Align Technology as of Q3 2023.

Based on Maverick Capital's 13F filing for Q3 2023, filed 14 Nov 2023.