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McElhenny Sheffield Capital Management’s Align Technology ALGN Stock Holding History

McElhenny Sheffield 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
Q1 		– Sell
-4
Closed -$844 – 111
2022
Q4 		$844 Buy
+4
New +$801 ﹤0.01% 588

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Edgewood Management
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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

McElhenny Sheffield Capital Management's ALGN Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Align Technology (ALGN) in Q1 2023, closing a stake of 4 shares — an estimated $844 sold.

McElhenny Sheffield Capital Management first reported a position in ALGN in Q4 2022 and held it in 1 quarter. The position peaked at $844 in Q4 2022. 769 funds tracked by Wall St. Rank hold ALGN as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Align Technology position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 4 Align Technology shares in Q1 2023, an estimated $844.
  • McElhenny Sheffield Capital Management first reported a position in Align Technology in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Align Technology position peaked at $844 in Q4 2022.
  • 769 funds tracked by Wall St. Rank held Align Technology as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.