Amalgamated Bank’s Agilon Health AGL Stock Holding History

Amalgamated Bank’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
2026 Q1	–	Sell	-388	Closed	-$7K	–	1648
2025 Q4	$7K	Sell	388 -29	-7%	-$562	﹤0.01%	2556
2025 Q3	$11K	Hold	417	–	–	﹤0.01%	2407
2025 Q2	$24K	Hold	417	–	–	﹤0.01%	2038
2025 Q1	$45K	Buy	417 +2	+0.5%	+$174	﹤0.01%	1814
2024 Q4	$20K	Hold	415	–	–	﹤0.01%	2108
2024 Q3	$41K	Hold	415	–	–	﹤0.01%	1899
2024 Q2	$68K	Sell	415 -357	-46%	-$50.9K	﹤0.01%	1794
2024 Q1	$118K	Sell	772 -1,492	-66%	-$248K	﹤0.01%	1696
2023 Q4	$710K	Sell	2,264 -306	-12%	-$111K	0.01%	1295
2023 Q3	$1.14M	Buy	2,570 +396	+18%	+$179K	0.01%	1066
2023 Q2	$943K	Buy	2,174 +611	+39%	+$343K	0.01%	1148
2023 Q1	$928K	Sell	1,563 -150	-9%	-$84K	0.01%	1144
2022 Q4	$691K	Buy	1,713 +19	+1%	+$8.91K	0.01%	1308
2022 Q3	$992K	Buy	1,694 +42	+3%	+$25.1K	0.01%	1110
2022 Q2	$901K	Buy	1,652 +124	+8%	+$62.7K	0.01%	1186
2022 Q1	$968K	Buy	1,528 +134	+10%	+$69.1K	0.01%	1214
2021 Q4	$941K	Buy	1,394 +910	+188%	+$554K	0.01%	1267
2021 Q3	$317K	Buy	484 +99	+26%	+$84.6K	﹤0.01%	1823
2021 Q2	$391K	Buy	+385	New	+$337K	﹤0.01%	1769

Other funds holding AGL

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

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

North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jacobs Levy Equity Management

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return