Ethic Inc’s Agilon Health AGL Stock Holding History

Ethic 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 Q3	–	Sell	-639	Closed	-$105K	–	1085
2024 Q2	$105K	Buy	+639	New	+$91K	﹤0.01%	1065

Other funds holding AGL

CDR

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Ethic Inc's AGL Position: Q3 2024 in Review

Ethic Inc sold out of Agilon Health (AGL) in Q3 2024, closing a stake of 639 shares — an estimated $105K sold.

Ethic Inc first reported a position in AGL in Q2 2024 and held it in 1 quarter. The position peaked at $105K in Q2 2024. 209 funds tracked by Wall St. Rank hold AGL as of Q3 2024.

Ethic Inc reported no remaining Agilon Health position as of Q3 2024 after selling out during the quarter.
Ethic Inc sold 639 Agilon Health shares in Q3 2024, an estimated $105K.
Ethic Inc first reported a position in Agilon Health in Q2 2024 and held it in 1 quarter.
Ethic Inc's Agilon Health position peaked at $105K in Q2 2024.
209 funds tracked by Wall St. Rank held Agilon Health as of Q3 2024.

Based on Ethic Inc's 13F filing for Q3 2024, filed 13 Nov 2024.