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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
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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return