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Morgens Waterfall Vintiadis & Co’s Align Technology ALGN Stock Holding History

Morgens Waterfall Vintiadis & Co’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
-5,250
Closed -$1.75M – 36
2023
Q1 		$1.75M Buy
+5,250
New +$1.55M 1.44% 27
2021
Q4 		– Sell
-9,150
Closed -$6.09M – 28
2021
Q3 		$6.09M Hold
9,150
– – 3.14% 17
2021
Q2 		$5.59M Buy
+9,150
New +$5.42M 2.86% 16

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

Morgens Waterfall Vintiadis & Co's ALGN Position: Q2 2023 in Review

Morgens Waterfall Vintiadis & Co sold out of Align Technology (ALGN) in Q2 2023, closing a stake of 5,250 shares — an estimated $1.75M sold.

Morgens Waterfall Vintiadis & Co first reported a position in ALGN in Q2 2021 and held it in 3 quarters. The position peaked at $6.09M in Q3 2021. 772 funds tracked by Wall St. Rank hold ALGN as of Q2 2023.

  • Morgens Waterfall Vintiadis & Co reported no remaining Align Technology position as of Q2 2023 after selling out during the quarter.
  • Morgens Waterfall Vintiadis & Co sold 5,250 Align Technology shares in Q2 2023, an estimated $1.75M.
  • Morgens Waterfall Vintiadis & Co first reported a position in Align Technology in Q2 2021 and held it in 3 quarters.
  • Morgens Waterfall Vintiadis & Co's Align Technology position peaked at $6.09M in Q3 2021.
  • 772 funds tracked by Wall St. Rank held Align Technology as of Q2 2023.

Based on Morgens Waterfall Vintiadis & Co's 13F filing for Q2 2023, filed 14 Aug 2023.