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LVM Capital Management’s Align Technology ALGN Stock Holding History

LVM Capital Management’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
-2,037
Closed -$720K – 136
2023
Q2 		$720K Buy
+2,037
New +$649K 0.1% 82

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 $3.38T AUM 44.17% 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

LVM Capital Management's ALGN Position: Q3 2023 in Review

LVM Capital Management sold out of Align Technology (ALGN) in Q3 2023, closing a stake of 2,037 shares — an estimated $720K sold.

LVM Capital Management first reported a position in ALGN in Q2 2023 and held it in 1 quarter. The position peaked at $720K in Q2 2023. 808 funds tracked by Wall St. Rank hold ALGN as of Q3 2023.

  • LVM Capital Management reported no remaining Align Technology position as of Q3 2023 after selling out during the quarter.
  • LVM Capital Management sold 2,037 Align Technology shares in Q3 2023, an estimated $720K.
  • LVM Capital Management first reported a position in Align Technology in Q2 2023 and held it in 1 quarter.
  • LVM Capital Management's Align Technology position peaked at $720K in Q2 2023.
  • 808 funds tracked by Wall St. Rank held Align Technology as of Q3 2023.

Based on LVM Capital Management's 13F filing for Q3 2023, filed 10 Oct 2023.