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Sullivan, Bruyette, Speros & Blaney’s Align Technology ALGN Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
Q1 		$107K Buy
198
+3
+2% +$1.66K ﹤0.01% 406
2020
Q4 		$104K Buy
+195
New +$87.7K ﹤0.01% 387

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $11.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's ALGN Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney increased its Align Technology (ALGN) stake by 1.5% in Q1 2021, buying an estimated $1.66K and bringing the position to 198 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

Sullivan, Bruyette, Speros & Blaney first reported a position in ALGN in Q4 2020 and has held it in 2 quarters since. 814 funds tracked by Wall St. Rank hold ALGN as of Q1 2021.

  • Sullivan, Bruyette, Speros & Blaney held 198 shares of Align Technology worth $107K as of Q1 2021.
  • Sullivan, Bruyette, Speros & Blaney bought 3 Align Technology shares in Q1 2021, an estimated $1.66K.
  • Align Technology made up ﹤0.01% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #406 holding.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in Align Technology in Q4 2020 and has held it in 2 quarters since.
  • 814 funds tracked by Wall St. Rank held Align Technology as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.