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Stonegate Investment Group’s Align Technology ALGN Stock Holding History

Stonegate Investment Group’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
2022
Q4 		– Sell
-4,440
Closed -$920K – 341
2022
Q3 		$920K Sell
4,440
-71
-2% -$18.3K 0.04% 135
2022
Q2 		$1.07M Buy
4,511
+93
+2% +$28.6K 0.05% 134
2022
Q1 		$1.93M Buy
4,418
+1,004
+29% +$489K 0.06% 101
2021
Q4 		$2.24M Buy
+3,414
New +$2.19M 0.09% 98

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stonegate Investment Group's ALGN Position: Q4 2022 in Review

Stonegate Investment Group sold out of Align Technology (ALGN) in Q4 2022, closing a stake of 4,440 shares — an estimated $920K sold.

Stonegate Investment Group first reported a position in ALGN in Q4 2021 and held it in 4 quarters. The position peaked at $2.24M in Q4 2021. 710 funds tracked by Wall St. Rank hold ALGN as of Q4 2022.

  • Stonegate Investment Group reported no remaining Align Technology position as of Q4 2022 after selling out during the quarter.
  • Stonegate Investment Group sold 4,440 Align Technology shares in Q4 2022, an estimated $920K.
  • Stonegate Investment Group first reported a position in Align Technology in Q4 2021 and held it in 4 quarters.
  • Stonegate Investment Group's Align Technology position peaked at $2.24M in Q4 2021.
  • 710 funds tracked by Wall St. Rank held Align Technology as of Q4 2022.

Based on Stonegate Investment Group's 13F filing for Q4 2022, filed 24 Jan 2023.