Credit Suisse’s Agilon Health AGL Stock Holding History

Credit Suisse’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	$2.18M	Buy	14,269 +719	+5%	+$120K	﹤0.01%	1795
2023 Q4	$4.25M	Buy	13,550 +537	+4%	+$194K	﹤0.01%	1427
2023 Q3	$5.78M	Sell	13,013 -496	-4%	-$224K	0.01%	1186
2023 Q2	$5.86M	Buy	13,509 +6,170	+84%	+$3.47M	0.01%	1233
2023 Q1	$4.36M	Buy	7,339 +123	+2%	+$68.9K	﹤0.01%	1410
2022 Q4	$2.91M	Buy	7,216 +1,049	+17%	+$492K	﹤0.01%	1656
2022 Q3	$3.61M	Sell	6,167 -435	-7%	-$260K	﹤0.01%	1450
2022 Q2	$3.6M	Buy	6,602 +5,920	+868%	+$2.99M	﹤0.01%	1516
2022 Q1	$432K	Sell	682 -778	-53%	-$401K	﹤0.01%	3057
2021 Q4	$986K	Buy	1,460 +380	+35%	+$231K	﹤0.01%	3328
2021 Q3	$707K	Buy	+1,080	New	+$923K	﹤0.01%	3584

Other funds holding AGL

CDR

Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return

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

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

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

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

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

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Credit Suisse's AGL Position: Q1 2024 in Review

Credit Suisse increased its Agilon Health (AGL) stake by 5.3% in Q1 2024, buying an estimated $120K and bringing the position to 14,269 shares worth $2.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1795.

Credit Suisse first reported a position in AGL in Q3 2021 and has held it in 11 quarters since. The position peaked at $5.86M in Q2 2023. 198 funds tracked by Wall St. Rank hold AGL as of Q1 2024.

Credit Suisse held 14,269 shares of Agilon Health worth $2.18M as of Q1 2024.
Credit Suisse bought 719 Agilon Health shares in Q1 2024, an estimated $120K.
Agilon Health made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #1795 holding.
Credit Suisse first reported a position in Agilon Health in Q3 2021 and has held it in 11 quarters since.
Credit Suisse's Agilon Health position peaked at $5.86M in Q2 2023.
198 funds tracked by Wall St. Rank held Agilon Health as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.