Whitney & Co’s Align Technology ALGN Stock Holding History

Whitney & Co’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
2018 Q4	–	Sell	-534	Closed	-$131K	–	126
2018 Q3	$131K	Buy	534 +134	+34%	+$49.4K	0.03%	123
2018 Q2	$137K	Hold	400	–	–	0.04%	116
2018 Q1	$100K	Buy	+400	New	+$103K	0.03%	133

Other funds holding ALGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Whitney & Co's ALGN Position: Q4 2018 in Review

Whitney & Co sold out of Align Technology (ALGN) in Q4 2018, closing a stake of 534 shares — an estimated $131K sold.

Whitney & Co first reported a position in ALGN in Q1 2018 and held it in 3 quarters. The position peaked at $137K in Q2 2018. 633 funds tracked by Wall St. Rank hold ALGN as of Q4 2018.

Whitney & Co reported no remaining Align Technology position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 534 Align Technology shares in Q4 2018, an estimated $131K.
Whitney & Co first reported a position in Align Technology in Q1 2018 and held it in 3 quarters.
Whitney & Co's Align Technology position peaked at $137K in Q2 2018.
633 funds tracked by Wall St. Rank held Align Technology as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.