Yorktown Management & Research Company’s Align Technology ALGN Stock Holding History

Yorktown Management & Research Company’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
2024 Q2	–	Sell	-1,725	Closed	-$566K	–	192
2024 Q1	$566K	Hold	1,725	–	–	0.54%	51
2023 Q4	$473K	Hold	1,725	–	–	0.49%	65
2023 Q3	$527K	Hold	1,725	–	–	0.59%	42
2023 Q2	$610K	Hold	1,725	–	–	0.66%	48
2023 Q1	$576K	Hold	1,725	–	–	0.62%	44
2022 Q4	$364K	Buy	+1,725	New	+$345K	0.44%	98
2022 Q1	–	Sell	-380	Closed	-$250K	–	221
2021 Q4	$250K	Hold	380	–	–	0.17%	216
2021 Q3	$253K	Hold	380	–	–	0.19%	214
2021 Q2	$232K	Buy	+380	New	+$225K	0.18%	235
2020 Q4	–	Sell	-1,000	Closed	-$327K	–	220
2020 Q3	$327K	Hold	1,000	–	–	0.31%	172
2020 Q2	$274K	Buy	+1,000	New	+$225K	0.25%	219
2020 Q1	–	Sell	-1,400	Closed	-$391K	–	238
2019 Q4	$391K	Hold	1,400	–	–	0.21%	149
2019 Q3	$253K	Buy	+1,400	New	+$291K	0.14%	226
2019 Q1	–	Sell	-1,350	Closed	-$283K	–	313
2018 Q4	$283K	Buy	1,350 +500	+59%	+$126K	0.09%	235
2018 Q3	$333K	Buy	+850	New	+$314K	0.1%	236

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Yorktown Management & Research Company's ALGN Position: Q2 2024 in Review

Yorktown Management & Research Company sold out of Align Technology (ALGN) in Q2 2024, closing a stake of 1,725 shares — an estimated $566K sold.

Yorktown Management & Research Company first reported a position in ALGN in Q3 2018 and held it in 15 quarters. The position peaked at $610K in Q2 2023. 768 funds tracked by Wall St. Rank hold ALGN as of Q2 2024.

Yorktown Management & Research Company reported no remaining Align Technology position as of Q2 2024 after selling out during the quarter.
Yorktown Management & Research Company sold 1,725 Align Technology shares in Q2 2024, an estimated $566K.
Yorktown Management & Research Company first reported a position in Align Technology in Q3 2018 and held it in 15 quarters.
Yorktown Management & Research Company's Align Technology position peaked at $610K in Q2 2023.
768 funds tracked by Wall St. Rank held Align Technology as of Q2 2024.

Based on Yorktown Management & Research Company's 13F filing for Q2 2024, filed 30 Jul 2024.