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Berman Capital Advisors’s Agilon Health AGL Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$1K Buy
2
+1
+100% +$854 ﹤0.01% 1787
2021
Q2 		$1K Buy
+1
New +$876 ﹤0.01% 1681

Other funds holding AGL

CDR
Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Berman Capital Advisors's AGL Position: Q3 2021 in Review

Berman Capital Advisors increased its Agilon Health (AGL) stake by 100% in Q3 2021, buying an estimated $854 and bringing the position to 2 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1787.

Berman Capital Advisors first reported a position in AGL in Q2 2021 and has held it in 2 quarters since. 102 funds tracked by Wall St. Rank hold AGL as of Q3 2021.

  • Berman Capital Advisors held 2 shares of Agilon Health worth $1K as of Q3 2021.
  • Berman Capital Advisors bought 1 Agilon Health share in Q3 2021, an estimated $854.
  • Agilon Health made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1787 holding.
  • Berman Capital Advisors first reported a position in Agilon Health in Q2 2021 and has held it in 2 quarters since.
  • 102 funds tracked by Wall St. Rank held Agilon Health as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.