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Simon Quick Advisors’s Align Technology ALGN Stock Holding History

Simon Quick 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
2021
Q4 		– Sell
-151
Closed -$100K – 364
2021
Q3 		$100K Buy
151
+61
+68% +$41.4K 0.03% 170
2021
Q2 		$54K Hold
90
– – 0.01% 232
2021
Q1 		$48K Hold
90
– – 0.01% 257
2020
Q4 		$48K Hold
90
– – 0.01% 226
2020
Q3 		$29K Buy
+90
New +$27.5K 0.01% 271
2017
Q4 		– Sell
-279
Closed -$52K – 443
2017
Q3 		$52K Hold
279
– – 0.02% 263
2017
Q2 		$42K Sell
279
-79
-22% -$10.7K 0.02% 132
2017
Q1 		$41K Buy
+358
New +$36.2K 0.02% 169

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return