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Winfield Associates’s Align Technology ALGN Stock Holding History

Winfield Associates’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
2017
Q3 		– Sell
-15
Closed -$2K – 786
2017
Q2 		$2K Hold
15
– – ﹤0.01% 663
2017
Q1 		$2K Sell
15
-20
-57% -$2.02K ﹤0.01% 567
2016
Q4 		$3K Buy
35
+20
+133% +$1.86K ﹤0.01% 489
2016
Q3 		$1K Hold
15
– – ﹤0.01% 580
2016
Q2 		$1K Buy
15
+5
+50% +$382 ﹤0.01% 575
2016
Q1 		$1K Sell
10
-190
-95% -$12.4K ﹤0.01% 545
2015
Q4 		$13K Hold
200
– – 0.01% 236
2015
Q3 		$11K Hold
200
– – 0.01% 237
2015
Q2 		$13K Hold
200
– – 0.01% 215
2015
Q1 		$11K Hold
200
– – 0.01% 227
2014
Q4 		$11K Hold
200
– – 0.01% 230
2014
Q3 		$10K Hold
200
– – 0.01% 235
2014
Q2 		$11K Hold
200
– – 0.01% 241
2014
Q1 		$10K Buy
+200
New +$11.2K 0.01% 236

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return