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Matthew Hamilton Rosenberg’s Align Technology ALGN Stock Holding History

Matthew Hamilton Rosenberg’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
Q4 		– Sell
-2
Closed -$611 – 922
2023
Q3 		$611 Hold
2
– – ﹤0.01% 810
2023
Q2 		$707 Hold
2
– – ﹤0.01% 814
2023
Q1 		$668 Hold
2
– – ﹤0.01% 857
2022
Q4 		$422 Buy
+2
New +$400 ﹤0.01% 878

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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Matthew Hamilton Rosenberg's ALGN Position: Q4 2023 in Review

Matthew Hamilton Rosenberg sold out of Align Technology (ALGN) in Q4 2023, closing a stake of 2 shares — an estimated $611 sold.

Matthew Hamilton Rosenberg first reported a position in ALGN in Q4 2022 and held it in 4 quarters. The position peaked at $707 in Q2 2023. 789 funds tracked by Wall St. Rank hold ALGN as of Q4 2023.

  • Matthew Hamilton Rosenberg reported no remaining Align Technology position as of Q4 2023 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 2 Align Technology shares in Q4 2023, an estimated $611.
  • Matthew Hamilton Rosenberg first reported a position in Align Technology in Q4 2022 and held it in 4 quarters.
  • Matthew Hamilton Rosenberg's Align Technology position peaked at $707 in Q2 2023.
  • 789 funds tracked by Wall St. Rank held Align Technology as of Q4 2023.

Based on Matthew Hamilton Rosenberg's 13F filing for Q4 2023, filed 16 Jan 2024.