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McKinley Capital Management’s Agilon Health AGL Stock Holding History

McKinley Capital Management’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
-4,792
Closed -$2.13M – 155
2023
Q3 		$2.13M Hold
4,792
– – 0.3% 96
2023
Q2 		$2.08M Sell
4,792
-628
-12% -$353K 0.28% 100
2023
Q1 		$3.22M Buy
+5,420
New +$3.04M 0.43% 79

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

McKinley Capital Management's AGL Position: Q4 2023 in Review

McKinley Capital Management sold out of Agilon Health (AGL) in Q4 2023, closing a stake of 4,792 shares — an estimated $2.13M sold.

McKinley Capital Management first reported a position in AGL in Q1 2023 and held it in 3 quarters. The position peaked at $3.22M in Q1 2023. 193 funds tracked by Wall St. Rank hold AGL as of Q4 2023.

  • McKinley Capital Management reported no remaining Agilon Health position as of Q4 2023 after selling out during the quarter.
  • McKinley Capital Management sold 4,792 Agilon Health shares in Q4 2023, an estimated $2.13M.
  • McKinley Capital Management first reported a position in Agilon Health in Q1 2023 and held it in 3 quarters.
  • McKinley Capital Management's Agilon Health position peaked at $3.22M in Q1 2023.
  • 193 funds tracked by Wall St. Rank held Agilon Health as of Q4 2023.

Based on McKinley Capital Management's 13F filing for Q4 2023, filed 9 Feb 2024.