Advisory Research’s Agilon Health AGL Stock Holding History

Advisory Research’s Portfolio AGL Stock Details AGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-420	Closed	-$249K	–	437
2023 Q1	$249K	Buy	+420	New	+$235K	0.04%	310
2022 Q4	–	Sell	-713	Closed	-$417K	–	366
2022 Q3	$417K	Buy	713 +247	+53%	+$148K	0.04%	254
2022 Q2	$255K	Buy	+466	New	+$236K	0.02%	288

Other funds holding AGL

CDR

Clayton Dubilier & Rice New York $536M AUM 0.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Advisory Research's AGL Position: Q2 2023 in Review

Advisory Research sold out of Agilon Health (AGL) in Q2 2023, closing a stake of 420 shares — an estimated $249K sold.

Advisory Research first reported a position in AGL in Q2 2022 and held it in 3 quarters. The position peaked at $417K in Q3 2022. 185 funds tracked by Wall St. Rank hold AGL as of Q2 2023.

Advisory Research reported no remaining Agilon Health position as of Q2 2023 after selling out during the quarter.
Advisory Research sold 420 Agilon Health shares in Q2 2023, an estimated $249K.
Advisory Research first reported a position in Agilon Health in Q2 2022 and held it in 3 quarters.
Advisory Research's Agilon Health position peaked at $417K in Q3 2022.
185 funds tracked by Wall St. Rank held Agilon Health as of Q2 2023.

Based on Advisory Research's 13F filing for Q2 2023, filed 14 Aug 2023.