WEC
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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
– – 0.19% 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
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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return