Winslow Evans & Crocker’s Align Technology ALGN Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$37K	Buy	+70	New	+$31.5K	0.01%	658
2019 Q1	–	Sell	-2,626	Closed	-$550K	–	1329
2018 Q4	$550K	Hold	2,626	–	–	0.18%	121
2018 Q3	$1.03M	Hold	2,626	–	–	0.31%	80
2018 Q2	$900K	Hold	2,626	–	–	0.28%	87
2018 Q1	$659K	Hold	2,626	–	–	0.21%	106
2017 Q4	$583K	Sell	2,626 -490	-16%	-$111K	0.19%	123
2017 Q3	$580K	Buy	3,116 +256	+9%	+$43.8K	0.19%	123
2017 Q2	$429K	Buy	+2,860	New	+$388K	0.12%	194
2016 Q4	–	Sell	-4,586	Closed	-$430K	–	1250
2016 Q3	$430K	Buy	+4,586	New	+$415K	0.12%	177

Other funds holding ALGN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Winslow Evans & Crocker's ALGN Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in Align Technology (ALGN) in Q4 2020: 70 shares worth $37K. The stake represents 0.01% of the portfolio and ranks #658 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in ALGN as recently as Q4 2018.

Winslow Evans & Crocker first reported a position in ALGN in Q3 2016 and has held it in 9 quarters since. The position peaked at $1.03M in Q3 2018. 800 funds tracked by Wall St. Rank hold ALGN as of Q4 2020.

Winslow Evans & Crocker held 70 shares of Align Technology worth $37K as of Q4 2020.
Align Technology was a new Winslow Evans & Crocker position in Q4 2020.
Align Technology made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #658 holding.
Winslow Evans & Crocker first reported a position in Align Technology in Q3 2016 and has held it in 9 quarters since.
Winslow Evans & Crocker's Align Technology position peaked at $1.03M in Q3 2018.
800 funds tracked by Wall St. Rank held Align Technology as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.