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Summit X LLC’s Align Technology ALGN Stock Holding History

Summit X LLC’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
2023
Q1 		– Sell
-1,682
Closed -$398K – 264
2022
Q4 		$398K Buy
+1,682
New +$337K 0.12% 180
2022
Q3 		– Sell
-1,684
Closed -$400K – 247
2022
Q2 		$400K Buy
+1,684
New +$517K 0.12% 179
2020
Q4 		– Sell
-114
Closed -$655 – 254
2020
Q3 		$655 Buy
+114
New +$34.8K 0.01% 281

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit X LLC's ALGN Position: Q1 2023 in Review

Summit X LLC sold out of Align Technology (ALGN) in Q1 2023, closing a stake of 1,682 shares — an estimated $398K sold.

Summit X LLC first reported a position in ALGN in Q3 2020 and held it in 3 quarters. The position peaked at $400K in Q2 2022. 769 funds tracked by Wall St. Rank hold ALGN as of Q1 2023.

  • Summit X LLC reported no remaining Align Technology position as of Q1 2023 after selling out during the quarter.
  • Summit X LLC sold 1,682 Align Technology shares in Q1 2023, an estimated $398K.
  • Summit X LLC first reported a position in Align Technology in Q3 2020 and held it in 3 quarters.
  • Summit X LLC's Align Technology position peaked at $400K in Q2 2022.
  • 769 funds tracked by Wall St. Rank held Align Technology as of Q1 2023.

Based on Summit X LLC's 13F filing for Q1 2023, filed 10 May 2023.