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Shepherd Kaplan Krochuk’s Align Technology ALGN Stock Holding History

Shepherd Kaplan Krochuk’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
2014
Q1 		– Sell
-5,095
Closed -$291K – 581
2013
Q4 		$291K Buy
+5,095
New +$274K 0.04% 327

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Shepherd Kaplan Krochuk's ALGN Position: Q1 2014 in Review

Shepherd Kaplan Krochuk sold out of Align Technology (ALGN) in Q1 2014, closing a stake of 5,095 shares — an estimated $291K sold.

Shepherd Kaplan Krochuk first reported a position in ALGN in Q4 2013 and held it in 1 quarter. The position peaked at $291K in Q4 2013. 267 funds tracked by Wall St. Rank hold ALGN as of Q1 2014.

  • Shepherd Kaplan Krochuk reported no remaining Align Technology position as of Q1 2014 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 5,095 Align Technology shares in Q1 2014, an estimated $291K.
  • Shepherd Kaplan Krochuk first reported a position in Align Technology in Q4 2013 and held it in 1 quarter.
  • Shepherd Kaplan Krochuk's Align Technology position peaked at $291K in Q4 2013.
  • 267 funds tracked by Wall St. Rank held Align Technology as of Q1 2014.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2014, filed 15 May 2014.