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Gleason Group’s Agilon Health AGL Stock Holding History

Gleason Group’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
2023
Q4 		– Sell
-86
Closed -$38.2K – 221
2023
Q3 		$38.2K Hold
86
– – 0.01% 128
2023
Q2 		$37.3K Hold
86
– – 0.01% 127
2023
Q1 		$51.1K Hold
86
– – 0.01% 112
2022
Q4 		$34.7K Hold
86
– – 0.01% 127
2022
Q3 		$50K Hold
86
– – 0.02% 110
2022
Q2 		$47K Hold
86
– – 0.02% 113
2022
Q1 		$55K Buy
+86
New +$44.3K 0.02% 113

Other funds holding AGL

CDR
Clayton Dubilier & Rice New York $536M AUM 0.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Gleason Group's AGL Position: Q4 2023 in Review

Gleason Group sold out of Agilon Health (AGL) in Q4 2023, closing a stake of 86 shares — an estimated $38.2K sold.

Gleason Group first reported a position in AGL in Q1 2022 and held it in 7 quarters. The position peaked at $55K in Q1 2022. 193 funds tracked by Wall St. Rank hold AGL as of Q4 2023.

  • Gleason Group reported no remaining Agilon Health position as of Q4 2023 after selling out during the quarter.
  • Gleason Group sold 86 Agilon Health shares in Q4 2023, an estimated $38.2K.
  • Gleason Group first reported a position in Agilon Health in Q1 2022 and held it in 7 quarters.
  • Gleason Group's Agilon Health position peaked at $55K in Q1 2022.
  • 193 funds tracked by Wall St. Rank held Agilon Health as of Q4 2023.

Based on Gleason Group's 13F filing for Q4 2023, filed 19 Jan 2024.