Mackenzie Financial
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Mackenzie Financial’s Agilon Health AGL Stock Holding History

Mackenzie Financial’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
2026
Q1 		– Sell
-781
Closed -$13.9K – 1432
2025
Q4 		$13.9K Hold
781
– – ﹤0.01% 1653
2025
Q3 		$20.1K Sell
781
-3,338
-81% -$126K ﹤0.01% 1685
2025
Q2 		$237K Buy
4,119
+3,338
+427% +$268K ﹤0.01% 1486
2025
Q1 		$84.6K Sell
781
-837
-52% -$72.8K ﹤0.01% 1600
2024
Q4 		$76.9K Sell
1,618
-172
-10% -$10.4K ﹤0.01% 1647
2024
Q3 		$176K Buy
1,790
+903
+102% +$117K ﹤0.01% 1417
2024
Q2 		$145K Buy
+887
New +$126K ﹤0.01% 1395
2023
Q2 		– Sell
-1,108
Closed -$658K – 1509
2023
Q1 		$658K Buy
+1,108
New +$621K ﹤0.01% 948

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
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return