Westfield Capital Management
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Westfield Capital Management’s Align Technology ALGN Stock Holding History

Westfield Capital Management’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
2024
Q3 		– Sell
-191,276
Closed -$46.2M – 249
2024
Q2 		$46.2M Sell
191,276
-4,865
-2% -$1.35M 0.23% 139
2024
Q1 		$64.3M Buy
196,141
+19,796
+11% +$5.81M 0.34% 109
2023
Q4 		$48.3M Sell
176,345
-31,611
-15% -$7.49M 0.28% 139
2023
Q3 		$63.5M Buy
207,956
+31,250
+18% +$10.8M 0.43% 91
2023
Q2 		$62.5M Buy
+176,706
New +$56.3M 0.4% 100
2021
Q4 		– Sell
-100,387
Closed -$66.8M – 245
2021
Q3 		$66.8M Sell
100,387
-20,696
-17% -$14.1M 0.4% 86
2021
Q2 		$74M Sell
121,083
-5,082
-4% -$3.01M 0.44% 84
2021
Q1 		$68.3M Buy
+126,165
New +$69.7M 0.42% 84
2020
Q4 		– Sell
-390,861
Closed -$128M – 250
2020
Q3 		$128M Sell
390,861
-136,589
-26% -$41.7M 0.83% 33
2020
Q2 		$145M Buy
+527,450
New +$119M 1% 22
2017
Q1 		– Sell
-259,323
Closed -$24.9M – 260
2016
Q4 		$24.9M Sell
259,323
-120,162
-32% -$11.2M 0.22% 144
2016
Q3 		$35.6M Sell
379,485
-513,483
-58% -$46.4M 0.29% 119
2016
Q2 		$71.9M Sell
892,968
-130,025
-13% -$9.94M 0.59% 53
2016
Q1 		$74.4M Sell
1,022,993
-406,355
-28% -$26.6M 0.57% 57
2015
Q4 		$94.1M Buy
1,429,348
+29,971
+2% +$1.92M 0.63% 56
2015
Q3 		$79.4M Buy
1,399,377
+63,296
+5% +$3.77M 0.56% 62
2015
Q2 		$83.8M Sell
1,336,081
-1,580
-0.1% -$93.3K 0.51% 63
2015
Q1 		$71.9M Buy
1,337,661
+270,561
+25% +$15.4M 0.41% 82
2014
Q4 		$59.7M Buy
1,067,100
+15,305
+1% +$810K 0.35% 96
2014
Q3 		$54.4M Buy
1,051,795
+298,865
+40% +$16.3M 0.33% 100
2014
Q2 		$42.2M Buy
+752,930
New +$39.2M 0.25% 128

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Westfield Capital Management's ALGN Position: Q3 2024 in Review

Westfield Capital Management sold out of Align Technology (ALGN) in Q3 2024, closing a stake of 191,276 shares — an estimated $46.2M sold.

Westfield Capital Management first reported a position in ALGN in Q2 2014 and held it in 21 quarters. The position peaked at $145M in Q2 2020. 734 funds tracked by Wall St. Rank hold ALGN as of Q3 2024.

  • Westfield Capital Management reported no remaining Align Technology position as of Q3 2024 after selling out during the quarter.
  • Westfield Capital Management sold 191,276 Align Technology shares in Q3 2024, an estimated $46.2M.
  • Westfield Capital Management first reported a position in Align Technology in Q2 2014 and held it in 21 quarters.
  • Westfield Capital Management's Align Technology position peaked at $145M in Q2 2020.
  • 734 funds tracked by Wall St. Rank held Align Technology as of Q3 2024.

Based on Westfield Capital Management's 13F filing for Q3 2024, filed 12 Nov 2024.