CI Investments Inc
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CI Investments Inc’s Agilon Health AGL Stock Holding History

CI Investments Inc’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
Q1 		– Sell
-13
Closed -$4K – 1290
2023
Q4 		$4K Hold
13
– – ﹤0.01% 1237
2023
Q3 		$6K Sell
13
-165
-93% -$74.5K ﹤0.01% 1227
2023
Q2 		$77K Buy
+178
New +$100K ﹤0.01% 845
2023
Q1 		– Hold
0
– – – 1146
2022
Q4 		– Hold
0
– – – 1185
2022
Q3 		– Hold
0
– – – 1200
2022
Q2 		– Hold
0
– – – 1224
2022
Q1 		– Hold
0
– – – 1288
2021
Q4 		– Hold
0
– – – 1265
2021
Q3 		– Hold
0
– – – 1247

Other funds holding AGL

CDR
Clayton Dubilier & Rice New York $536M AUM 0.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CI Investments Inc's AGL Position: Q1 2024 in Review

CI Investments Inc sold out of Agilon Health (AGL) in Q1 2024, closing a stake of 13 shares — an estimated $4K sold.

CI Investments Inc first reported a position in AGL in Q2 2023 and held it in 3 quarters. The position peaked at $77K in Q2 2023. 198 funds tracked by Wall St. Rank hold AGL as of Q1 2024.

  • CI Investments Inc reported no remaining Agilon Health position as of Q1 2024 after selling out during the quarter.
  • CI Investments Inc sold 13 Agilon Health shares in Q1 2024, an estimated $4K.
  • CI Investments Inc first reported a position in Agilon Health in Q2 2023 and held it in 3 quarters.
  • CI Investments Inc's Agilon Health position peaked at $77K in Q2 2023.
  • 198 funds tracked by Wall St. Rank held Agilon Health as of Q1 2024.

Based on CI Investments Inc's 13F filing for Q1 2024, filed 13 May 2024.