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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 $6.73T AUM 46.02% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Winfield Associates's ALGN Position: Q3 2017 in Review

Winfield Associates sold out of Align Technology (ALGN) in Q3 2017, closing a stake of 15 shares — an estimated $2K sold.

Winfield Associates first reported a position in ALGN in Q1 2014 and held it in 14 quarters. The position peaked at $13K in Q4 2015. 553 funds tracked by Wall St. Rank hold ALGN as of Q3 2017.

  • Winfield Associates reported no remaining Align Technology position as of Q3 2017 after selling out during the quarter.
  • Winfield Associates sold 15 Align Technology shares in Q3 2017, an estimated $2K.
  • Winfield Associates first reported a position in Align Technology in Q1 2014 and held it in 14 quarters.
  • Winfield Associates's Align Technology position peaked at $13K in Q4 2015.
  • 553 funds tracked by Wall St. Rank held Align Technology as of Q3 2017.

Based on Winfield Associates's 13F filing for Q3 2017, filed 6 Nov 2017.