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March Altus Capital Management’s Align Technology ALGN Stock Holding History

March Altus 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
2016
Q3 		– Sell
-17,319
Closed -$1.4M – 12
2016
Q2 		$1.4M Buy
17,319
+11,953
+223% +$914K 10.78% 5
2016
Q1 		$390K Buy
+5,366
New +$351K 4.04% 9
2015
Q1 		– Sell
-196,368
Closed -$11M – 16
2014
Q4 		$11M Buy
+196,368
New +$10.4M 5.01% 10

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

March Altus Capital Management's ALGN Position: Q3 2016 in Review

March Altus Capital Management sold out of Align Technology (ALGN) in Q3 2016, closing a stake of 17,319 shares — an estimated $1.4M sold.

March Altus Capital Management first reported a position in ALGN in Q4 2014 and held it in 3 quarters. The position peaked at $11M in Q4 2014. 398 funds tracked by Wall St. Rank hold ALGN as of Q3 2016.

  • March Altus Capital Management reported no remaining Align Technology position as of Q3 2016 after selling out during the quarter.
  • March Altus Capital Management sold 17,319 Align Technology shares in Q3 2016, an estimated $1.4M.
  • March Altus Capital Management first reported a position in Align Technology in Q4 2014 and held it in 3 quarters.
  • March Altus Capital Management's Align Technology position peaked at $11M in Q4 2014.
  • 398 funds tracked by Wall St. Rank held Align Technology as of Q3 2016.

Based on March Altus Capital Management's 13F filing for Q3 2016, filed 7 Nov 2016.