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Otter Creek Advisors’s Align Technology ALGN Stock Holding History

Otter Creek Advisors’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
2020
Q1 		– Sell
-6,500
Closed -$1.81M – 50
2019
Q4 		$1.81M Buy
+6,500
New +$1.62M 0.9% 51
2018
Q4 		– Sell
-9,700
Closed -$3.79M – 68
2018
Q3 		$3.79M Buy
+9,700
New +$3.58M 0.94% 52
2017
Q2 		– Sell
-72,000
Closed -$8.26M – 73
2017
Q1 		$8.26M Sell
72,000
-13,600
-16% -$1.37M 1.22% 42
2016
Q4 		$8.23M Buy
85,600
+69,920
+446% +$6.49M 0.96% 50
2016
Q3 		$14.7M Sell
15,680
-157,520
-91% -$14.2M 2.2% 11
2016
Q2 		$14M Sell
173,200
-71,800
-29% -$5.49M 2.52% 10
2016
Q1 		$17.8M Buy
245,000
+99,900
+69% +$6.54M 3.26% 3
2015
Q4 		$9.55M Buy
+145,100
New +$9.31M 2.8% 7
2015
Q1 		$3.77M Buy
+70,000
New +$3.99M 2.55% 12

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
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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return