L.J. Altfest & Co’s Agilon Health AGL Stock Holding History

L.J. Altfest & Co’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	-590	Closed	-$262K	–	303
2023 Q3	$262K	Buy	+590	New	+$267K	0.04%	252

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

L.J. Altfest & Co's AGL Position: Q4 2023 in Review

L.J. Altfest & Co sold out of Agilon Health (AGL) in Q4 2023, closing a stake of 590 shares — an estimated $262K sold.

L.J. Altfest & Co first reported a position in AGL in Q3 2023 and held it in 1 quarter. The position peaked at $262K in Q3 2023. 193 funds tracked by Wall St. Rank hold AGL as of Q4 2023.

L.J. Altfest & Co reported no remaining Agilon Health position as of Q4 2023 after selling out during the quarter.
L.J. Altfest & Co sold 590 Agilon Health shares in Q4 2023, an estimated $262K.
L.J. Altfest & Co first reported a position in Agilon Health in Q3 2023 and held it in 1 quarter.
L.J. Altfest & Co's Agilon Health position peaked at $262K in Q3 2023.
193 funds tracked by Wall St. Rank held Agilon Health as of Q4 2023.

Based on L.J. Altfest & Co's 13F filing for Q4 2023, filed 18 Jan 2024.