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New England Investment & Retirement Group’s Align Technology ALGN Stock Holding History

New England Investment & Retirement 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
2018
Q4 		– Sell
-1,368
Closed -$535K – 49
2018
Q3 		$535K Buy
1,368
+318
+30% +$117K 0.35% 40
2018
Q2 		$359K Buy
+1,050
New +$313K 0.24% 44

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

New England Investment & Retirement Group's ALGN Position: Q4 2018 in Review

New England Investment & Retirement Group sold out of Align Technology (ALGN) in Q4 2018, closing a stake of 1,368 shares — an estimated $535K sold.

New England Investment & Retirement Group first reported a position in ALGN in Q2 2018 and held it in 2 quarters. The position peaked at $535K in Q3 2018. 634 funds tracked by Wall St. Rank hold ALGN as of Q4 2018.

  • New England Investment & Retirement Group reported no remaining Align Technology position as of Q4 2018 after selling out during the quarter.
  • New England Investment & Retirement Group sold 1,368 Align Technology shares in Q4 2018, an estimated $535K.
  • New England Investment & Retirement Group first reported a position in Align Technology in Q2 2018 and held it in 2 quarters.
  • New England Investment & Retirement Group's Align Technology position peaked at $535K in Q3 2018.
  • 634 funds tracked by Wall St. Rank held Align Technology as of Q4 2018.

Based on New England Investment & Retirement Group's 13F filing for Q4 2018, filed 6 Feb 2019.