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Summit Global Investments’s Align Technology ALGN Stock Holding History

Summit Global Investments’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
Q2 		– Sell
-602
Closed -$263K – 453
2022
Q1 		$263K Sell
602
-1,680
-74% -$818K 0.02% 431
2021
Q4 		$1.5M Buy
+2,282
New +$1.47M 0.1% 181
2018
Q1 		– Sell
-1,263
Closed -$281K – 266
2017
Q4 		$281K Buy
+1,263
New +$287K 0.04% 252

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Summit Global Investments's ALGN Position: Q2 2022 in Review

Summit Global Investments sold out of Align Technology (ALGN) in Q2 2022, closing a stake of 602 shares — an estimated $263K sold.

Summit Global Investments first reported a position in ALGN in Q4 2017 and held it in 3 quarters. The position peaked at $1.5M in Q4 2021. 747 funds tracked by Wall St. Rank hold ALGN as of Q2 2022.

  • Summit Global Investments reported no remaining Align Technology position as of Q2 2022 after selling out during the quarter.
  • Summit Global Investments sold 602 Align Technology shares in Q2 2022, an estimated $263K.
  • Summit Global Investments first reported a position in Align Technology in Q4 2017 and held it in 3 quarters.
  • Summit Global Investments's Align Technology position peaked at $1.5M in Q4 2021.
  • 747 funds tracked by Wall St. Rank held Align Technology as of Q2 2022.

Based on Summit Global Investments's 13F filing for Q2 2022, filed 23 Aug 2022.