Steel Grove Capital Advisors’s Align Technology ALGN Stock Holding History

Steel Grove Capital 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
2019 Q1	–	Sell	-3,382	Closed	-$708K	–	124
2018 Q4	$708K	Sell	3,382 -1,608	-32%	-$406K	0.1%	166
2018 Q3	$1.95M	Sell	4,990 -598	-11%	-$221K	0.27%	81
2018 Q2	$1.91M	Buy	5,588 +1,349	+32%	+$402K	0.31%	79
2018 Q1	$1.06M	Sell	4,239 -1,005	-19%	-$258K	0.17%	124
2017 Q4	$1.17M	Sell	5,244 -352	-6%	-$80K	0.18%	108
2017 Q3	$1.04M	Sell	5,596 -3,864	-41%	-$662K	0.19%	103
2017 Q2	$1.42M	Sell	9,460 -560	-6%	-$75.9K	0.25%	85
2017 Q1	$1.15M	Sell	10,020 -544	-5%	-$55K	0.2%	93
2016 Q4	$1.02M	Buy	+10,564	New	+$981K	0.2%	97

Other funds holding ALGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Steel Grove Capital Advisors's ALGN Position: Q1 2019 in Review

Steel Grove Capital Advisors sold out of Align Technology (ALGN) in Q1 2019, closing a stake of 3,382 shares — an estimated $708K sold.

Steel Grove Capital Advisors first reported a position in ALGN in Q4 2016 and held it in 9 quarters. The position peaked at $1.95M in Q3 2018. 647 funds tracked by Wall St. Rank hold ALGN as of Q1 2019.

Steel Grove Capital Advisors reported no remaining Align Technology position as of Q1 2019 after selling out during the quarter.
Steel Grove Capital Advisors sold 3,382 Align Technology shares in Q1 2019, an estimated $708K.
Steel Grove Capital Advisors first reported a position in Align Technology in Q4 2016 and held it in 9 quarters.
Steel Grove Capital Advisors's Align Technology position peaked at $1.95M in Q3 2018.
647 funds tracked by Wall St. Rank held Align Technology as of Q1 2019.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2019, filed 14 May 2019.