Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s Agilon Health AGL Stock Holding History

Capital Fund Management (CFM)’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
2024
Q3 		– Sell
-2,856
Closed -$467K – 1946
2024
Q2 		$467K Buy
2,856
+832
+41% +$119K ﹤0.01% 1769
2024
Q1 		$309K Buy
+2,024
New +$337K ﹤0.01% 1918
2023
Q4 		– Sell
-592
Closed -$263K – 2079
2023
Q3 		$263K Buy
+592
New +$267K ﹤0.01% 1886

Other funds holding AGL

CDR
Clayton Dubilier & Rice New York $536M AUM 0.63% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Capital Fund Management (CFM)'s AGL Position: Q3 2023 in Review

Capital Fund Management (CFM) sold out of Agilon Health (AGL) in Q3 2023, closing a stake of 1,097 shares — an estimated $496K sold.

Capital Fund Management (CFM) first reported a position in AGL in Q4 2022 and held it in 2 quarters. The position peaked at $476K in Q2 2023. 177 funds tracked by Wall St. Rank hold AGL as of Q3 2023.

  • Capital Fund Management (CFM) reported no remaining Agilon Health position as of Q3 2023 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 1,097 Agilon Health shares in Q3 2023, an estimated $496K.
  • Capital Fund Management (CFM) first reported a position in Agilon Health in Q4 2022 and held it in 2 quarters.
  • Capital Fund Management (CFM)'s Agilon Health position peaked at $476K in Q2 2023.
  • 177 funds tracked by Wall St. Rank held Agilon Health as of Q3 2023.

Based on Capital Fund Management (CFM)'s 13F filing for Q3 2023, filed 14 Nov 2023.