ZIM
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Zacks Investment Management’s Align Technology ALGN Stock Holding History

Zacks Investment Management’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
2023
Q4 		– Sell
-4,725
Closed -$1.44M – 613
2023
Q3 		$1.44M Buy
+4,725
New +$1.63M 0.02% 321
2021
Q4 		– Sell
-14,908
Closed -$9.92M – 603
2021
Q3 		$9.92M Buy
14,908
+11,229
+305% +$7.63M 0.16% 134
2021
Q2 		$2.25M Buy
3,679
+205
+6% +$121K 0.04% 277
2021
Q1 		$1.88M Buy
+3,474
New +$1.92M 0.03% 291
2018
Q4 		– Sell
-10,445
Closed -$4.09M – 504
2018
Q3 		$4.09M Buy
10,445
+666
+7% +$246K 0.09% 176
2018
Q2 		$3.35M Buy
9,779
+850
+10% +$254K 0.07% 188
2018
Q1 		$2.24M Sell
8,929
-38
-0.4% -$9.76K 0.05% 241
2017
Q4 		$1.99M Sell
8,967
-1,480
-14% -$336K 0.04% 263
2017
Q3 		$1.95M Buy
10,447
+984
+10% +$168K 0.05% 256
2017
Q2 		$1.42M Buy
9,463
+377
+4% +$51.1K 0.04% 289
2017
Q1 		$1.04M Sell
9,086
-233
-3% -$23.5K 0.03% 349
2016
Q4 		$896K Sell
9,319
-3,832
-29% -$356K 0.03% 344
2016
Q3 		$1.23M Buy
13,151
+10,554
+406% +$954K 0.03% 288
2016
Q2 		$209K Buy
+2,597
New +$199K 0.01% 560
2015
Q2 		– Sell
-4,240
Closed -$228K – 624
2015
Q1 		$228K Sell
4,240
-5,666
-57% -$323K 0.01% 571
2014
Q4 		$554K Buy
9,906
+286
+3% +$15.1K 0.02% 384
2014
Q3 		$497K Buy
9,620
+895
+10% +$48.7K 0.02% 411
2014
Q2 		$489K Sell
8,725
-1,100
-11% -$57.2K 0.02% 440
2014
Q1 		$509K Sell
9,825
-7,526
-43% -$421K 0.02% 390
2013
Q4 		$991K Buy
17,351
+11,123
+179% +$599K 0.04% 248
2013
Q3 		$300K Buy
+6,228
New +$272K 0.01% 521

Other funds holding ALGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Zacks Investment Management's ALGN Position: Q4 2023 in Review

Zacks Investment Management sold out of Align Technology (ALGN) in Q4 2023, closing a stake of 4,725 shares — an estimated $1.44M sold.

Zacks Investment Management first reported a position in ALGN in Q3 2013 and held it in 21 quarters. The position peaked at $9.92M in Q3 2021. 788 funds tracked by Wall St. Rank hold ALGN as of Q4 2023.

  • Zacks Investment Management reported no remaining Align Technology position as of Q4 2023 after selling out during the quarter.
  • Zacks Investment Management sold 4,725 Align Technology shares in Q4 2023, an estimated $1.44M.
  • Zacks Investment Management first reported a position in Align Technology in Q3 2013 and held it in 21 quarters.
  • Zacks Investment Management's Align Technology position peaked at $9.92M in Q3 2021.
  • 788 funds tracked by Wall St. Rank held Align Technology as of Q4 2023.

Based on Zacks Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.