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Schusterman Interests’s Align Technology ALGN Stock Holding History

Schusterman Interests’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
Q3 		– Sell
-1,415
Closed -$342K – 5
2024
Q2 		$342K Hold
1,415
– – 0.45% 9
2024
Q1 		$464K Hold
1,415
– – 0.36% 11
2023
Q4 		$388K Sell
1,415
-1,415
-50% -$335K 0.57% 11
2023
Q3 		$864K Buy
2,830
+1,310
+86% +$453K 1.27% 7
2023
Q2 		$538K Buy
+1,520
New +$484K 0.83% 8

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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Schusterman Interests's ALGN Position: Q3 2024 in Review

Schusterman Interests sold out of Align Technology (ALGN) in Q3 2024, closing a stake of 1,415 shares — an estimated $342K sold.

Schusterman Interests first reported a position in ALGN in Q2 2023 and held it in 5 quarters. The position peaked at $864K in Q3 2023. 734 funds tracked by Wall St. Rank hold ALGN as of Q3 2024.

  • Schusterman Interests reported no remaining Align Technology position as of Q3 2024 after selling out during the quarter.
  • Schusterman Interests sold 1,415 Align Technology shares in Q3 2024, an estimated $342K.
  • Schusterman Interests first reported a position in Align Technology in Q2 2023 and held it in 5 quarters.
  • Schusterman Interests's Align Technology position peaked at $864K in Q3 2023.
  • 734 funds tracked by Wall St. Rank held Align Technology as of Q3 2024.

Based on Schusterman Interests's 13F filing for Q3 2024, filed 14 Nov 2024.