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Shelton Capital Management’s Align Technology ALGN Stock Holding History

Shelton Capital Management’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
Q3 		– Sell
-1,500
Closed -$412K – 759
2020
Q2 		$412K Sell
1,500
-6,396
-81% -$1.44M 0.02% 365
2020
Q1 		$1.37M Buy
+7,896
New +$1.89M 0.1% 188

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Shelton Capital Management's ALGN Position: Q4 2023 in Review

Shelton Capital Management sold out of Align Technology (ALGN) in Q4 2023, closing a stake of 8,621 shares — an estimated $2.63M sold.

Shelton Capital Management first reported a position in ALGN in Q3 2013 and held it in 37 quarters. The position peaked at $4.67M in Q3 2021. 789 funds tracked by Wall St. Rank hold ALGN as of Q4 2023.

  • Shelton Capital Management reported no remaining Align Technology position as of Q4 2023 after selling out during the quarter.
  • Shelton Capital Management sold 8,621 Align Technology shares in Q4 2023, an estimated $2.63M.
  • Shelton Capital Management first reported a position in Align Technology in Q3 2013 and held it in 37 quarters.
  • Shelton Capital Management's Align Technology position peaked at $4.67M in Q3 2021.
  • 789 funds tracked by Wall St. Rank held Align Technology as of Q4 2023.

Based on Shelton Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.