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Lee Financial’s Align Technology ALGN Stock Holding History

Lee Financial’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
Q1 		– Sell
-1
Closed -$211 – 798
2022
Q4 		$211 Hold
1
– – ﹤0.01% 879
2022
Q3 		$0 Sell
1
-2
-67% -$515 ﹤0.01% 812
2022
Q2 		$1K Hold
3
– – ﹤0.01% 760
2022
Q1 		$1K Hold
3
– – ﹤0.01% 706
2021
Q4 		$2K Hold
3
– – ﹤0.01% 699
2021
Q3 		$2K Hold
3
– – ﹤0.01% 584
2021
Q2 		$2K Buy
+3
New +$1.78K ﹤0.01% 540
2018
Q1 		– Sell
-30
Closed -$7K – 745
2017
Q4 		$7K Sell
30
-40
-57% -$9.09K ﹤0.01% 393
2017
Q3 		$13K Sell
70
-25
-26% -$4.28K ﹤0.01% 288
2017
Q2 		$14K Hold
95
– – 0.01% 277
2017
Q1 		$11K Sell
95
-5
-5% -$505 ﹤0.01% 259
2016
Q4 		$10K Buy
+100
New +$9.29K 0.01% 280

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lee Financial's ALGN Position: Q1 2023 in Review

Lee Financial sold out of Align Technology (ALGN) in Q1 2023, closing a stake of 1 share — an estimated $211 sold.

Lee Financial first reported a position in ALGN in Q4 2016 and held it in 12 quarters. The position peaked at $14K in Q2 2017. 769 funds tracked by Wall St. Rank hold ALGN as of Q1 2023.

  • Lee Financial reported no remaining Align Technology position as of Q1 2023 after selling out during the quarter.
  • Lee Financial sold 1 Align Technology share in Q1 2023, an estimated $211.
  • Lee Financial first reported a position in Align Technology in Q4 2016 and held it in 12 quarters.
  • Lee Financial's Align Technology position peaked at $14K in Q2 2017.
  • 769 funds tracked by Wall St. Rank held Align Technology as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.