Kula Investments’s Agilon Health AGL Stock Holding History

Kula Investments’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 Q1	–	Sell	-554	Closed	-$224K	–	584
2022 Q4	$224K	Buy	+554	New	+$260K	0.07%	491

Other funds holding AGL

CDR

Clayton Dubilier & Rice New York $536M AUM 0.63% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Kula Investments's AGL Position: Q1 2023 in Review

Kula Investments sold out of Agilon Health (AGL) in Q1 2023, closing a stake of 554 shares — an estimated $224K sold.

Kula Investments first reported a position in AGL in Q4 2022 and held it in 1 quarter. The position peaked at $224K in Q4 2022. 198 funds tracked by Wall St. Rank hold AGL as of Q1 2023.

Kula Investments reported no remaining Agilon Health position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 554 Agilon Health shares in Q1 2023, an estimated $224K.
Kula Investments first reported a position in Agilon Health in Q4 2022 and held it in 1 quarter.
Kula Investments's Agilon Health position peaked at $224K in Q4 2022.
198 funds tracked by Wall St. Rank held Agilon Health as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.