Loomis, Sayles & Company
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Loomis, Sayles & Company’s Align Technology ALGN Stock Holding History

Loomis, Sayles & Company’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
2024
Q1 		– Sell
-17
Closed -$5K – 703
2023
Q4 		$5K Buy
+17
New +$4.03K ﹤0.01% 872
2023
Q1 		– Sell
-182
Closed -$38K – 972
2022
Q4 		$38K Buy
182
+29
+19% +$5.8K ﹤0.01% 640
2022
Q3 		$32K Buy
153
+111
+264% +$28.6K ﹤0.01% 590
2022
Q2 		$10K Buy
42
+37
+740% +$11.4K ﹤0.01% 657
2022
Q1 		$2K Sell
5
-478
-99% -$233K ﹤0.01% 919
2021
Q4 		$317K Buy
+483
New +$311K ﹤0.01% 537
2021
Q2 		– Sell
-25
Closed -$14K – 831
2021
Q1 		$14K Hold
25
– – ﹤0.01% 699
2020
Q4 		$13K Buy
+25
New +$11.2K ﹤0.01% 676
2017
Q4 		– Sell
-57,662
Closed -$10.7M – 846
2017
Q3 		$10.7M Sell
57,662
-21,734
-27% -$3.72M 0.02% 414
2017
Q2 		$11.9M Buy
79,396
+8,579
+12% +$1.16M 0.03% 379
2017
Q1 		$8.12M Sell
70,817
-1,355
-2% -$137K 0.02% 446
2016
Q4 		$6.94M Sell
72,172
-1,194
-2% -$111K 0.02% 492
2016
Q3 		$6.88M Sell
73,366
-24,892
-25% -$2.25M 0.02% 476
2016
Q2 		$7.92M Buy
98,258
+60,934
+163% +$4.66M 0.02% 453
2016
Q1 		$2.71M Buy
37,324
+2,774
+8% +$182K 0.01% 514
2015
Q4 		$2.27M Buy
+34,550
New +$2.22M 0.01% 539
2015
Q2 		– Sell
-15,748
Closed -$847K – 908
2015
Q1 		$847K Buy
15,748
+14,066
+836% +$801K ﹤0.01% 609
2014
Q4 		$94K Buy
1,682
+114
+7% +$6.03K ﹤0.01% 670
2014
Q3 		$81K Buy
1,568
+106
+7% +$5.77K ﹤0.01% 675
2014
Q2 		$82K Sell
1,462
-22
-1% -$1.14K ﹤0.01% 704
2014
Q1 		$77K Buy
+1,484
New +$83.1K ﹤0.01% 688

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Loomis, Sayles & Company's ALGN Position: Q1 2024 in Review

Loomis, Sayles & Company sold out of Align Technology (ALGN) in Q1 2024, closing a stake of 17 shares — an estimated $5K sold.

Loomis, Sayles & Company first reported a position in ALGN in Q1 2014 and held it in 21 quarters. The position peaked at $11.9M in Q2 2017. 818 funds tracked by Wall St. Rank hold ALGN as of Q1 2024.

  • Loomis, Sayles & Company reported no remaining Align Technology position as of Q1 2024 after selling out during the quarter.
  • Loomis, Sayles & Company sold 17 Align Technology shares in Q1 2024, an estimated $5K.
  • Loomis, Sayles & Company first reported a position in Align Technology in Q1 2014 and held it in 21 quarters.
  • Loomis, Sayles & Company's Align Technology position peaked at $11.9M in Q2 2017.
  • 818 funds tracked by Wall St. Rank held Align Technology as of Q1 2024.

Based on Loomis, Sayles & Company's 13F filing for Q1 2024, filed 14 May 2024.