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McKinley Capital Management’s Align Technology ALGN Stock Holding History

McKinley 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
Q2 		– Sell
-5,860
Closed -$1.96M – 161
2023
Q1 		$1.96M Hold
5,860
– – 0.26% 101
2022
Q4 		$1.24M Hold
5,860
– – 0.17% 122
2022
Q3 		$1.21M Sell
5,860
-29
-0.5% -$7.46K 0.16% 124
2022
Q2 		$1.39M Sell
5,889
-20,743
-78% -$6.37M 0.18% 120
2022
Q1 		$11.6M Sell
26,632
-25
-0.1% -$12.2K 1.16% 19
2021
Q4 		$17.5M Buy
26,657
+1,589
+6% +$1.02M 1.57% 13
2021
Q3 		$16.7M Sell
25,068
-18,167
-42% -$12.3M 1.57% 12
2021
Q2 		$26.4M Buy
43,235
+3,414
+9% +$2.02M 1.85% 12
2021
Q1 		$21.6M Sell
39,821
-2,084
-5% -$1.15M 1.63% 12
2020
Q4 		$22.4M Sell
41,905
-4,514
-10% -$2.03M 1.6% 13
2020
Q3 		$15.2M Sell
46,419
-18,418
-28% -$5.62M 1.18% 23
2020
Q2 		$17.8M Sell
64,837
-3,238
-5% -$729K 1.21% 28
2020
Q1 		$11.8M Buy
+68,075
New +$16.3M 0.95% 38
2018
Q4 		– Sell
-692
Closed -$270K – 286
2018
Q3 		$270K Sell
692
-706
-51% -$260K 0.02% 183
2018
Q2 		$478K Sell
1,398
-453
-24% -$135K 0.03% 167
2018
Q1 		$465K Sell
1,851
-624
-25% -$160K 0.03% 169
2017
Q4 		$550K Sell
2,475
-583
-19% -$132K 0.03% 251
2017
Q3 		$570K Buy
3,058
+1,235
+68% +$211K 0.02% 264
2017
Q2 		$274K Sell
1,823
-1,252
-41% -$170K 0.01% 287
2017
Q1 		$353K Sell
3,075
-111
-3% -$11.2K 0.01% 293
2016
Q4 		$306K Sell
3,186
-35
-1% -$3.25K 0.01% 319
2016
Q3 		$302K Buy
3,221
+1,390
+76% +$126K 0.01% 312
2016
Q2 		$147K Buy
+1,831
New +$140K 0.01% 330

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

McKinley Capital Management's ALGN Position: Q2 2023 in Review

McKinley Capital Management sold out of Align Technology (ALGN) in Q2 2023, closing a stake of 5,860 shares — an estimated $1.96M sold.

McKinley Capital Management first reported a position in ALGN in Q2 2016 and held it in 23 quarters. The position peaked at $26.4M in Q2 2021. 773 funds tracked by Wall St. Rank hold ALGN as of Q2 2023.

  • McKinley Capital Management reported no remaining Align Technology position as of Q2 2023 after selling out during the quarter.
  • McKinley Capital Management sold 5,860 Align Technology shares in Q2 2023, an estimated $1.96M.
  • McKinley Capital Management first reported a position in Align Technology in Q2 2016 and held it in 23 quarters.
  • McKinley Capital Management's Align Technology position peaked at $26.4M in Q2 2021.
  • 773 funds tracked by Wall St. Rank held Align Technology as of Q2 2023.

Based on McKinley Capital Management's 13F filing for Q2 2023, filed 9 Aug 2023.