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Mendota Financial Group’s Align Technology ALGN Stock Holding History

Mendota Financial Group’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
2024
Q1 		– Sell
-534
Closed -$146K – 330
2023
Q4 		$146K Buy
534
+226
+73% +$53.6K 0.11% 101
2023
Q3 		$94K Sell
308
-61
-17% -$21.1K 0.1% 99
2023
Q2 		$130K Buy
+369
New +$118K 0.15% 67
2023
Q1 		– Sell
-738
Closed -$156K – 307
2022
Q4 		$156K Buy
+738
New +$148K 0.2% 48

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Mendota Financial Group's ALGN Position: Q1 2024 in Review

Mendota Financial Group sold out of Align Technology (ALGN) in Q1 2024, closing a stake of 534 shares — an estimated $146K sold.

Mendota Financial Group first reported a position in ALGN in Q4 2022 and held it in 4 quarters. The position peaked at $156K in Q4 2022. 818 funds tracked by Wall St. Rank hold ALGN as of Q1 2024.

  • Mendota Financial Group reported no remaining Align Technology position as of Q1 2024 after selling out during the quarter.
  • Mendota Financial Group sold 534 Align Technology shares in Q1 2024, an estimated $146K.
  • Mendota Financial Group first reported a position in Align Technology in Q4 2022 and held it in 4 quarters.
  • Mendota Financial Group's Align Technology position peaked at $156K in Q4 2022.
  • 818 funds tracked by Wall St. Rank held Align Technology as of Q1 2024.

Based on Mendota Financial Group's 13F filing for Q1 2024, filed 25 Apr 2024.