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Oak Thistle LLC’s Agilon Health AGL Stock Holding History

Oak Thistle LLC’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
2025
Q1 		– Sell
-522
Closed -$24.8K – 405
2024
Q4 		$24.8K Buy
+522
New +$31.6K 0.01% 392
2024
Q3 		– Sell
-1,719
Closed -$281K – 391
2024
Q2 		$281K Buy
+1,719
New +$245K 0.21% 219
2022
Q2 		– Sell
-740
Closed -$469K – 183
2022
Q1 		$469K Buy
+740
New +$381K 0.25% 183

Other funds holding AGL

CDR
Clayton Dubilier & Rice New York $536M AUM 0.63% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Oak Thistle LLC's AGL Position: Q1 2025 in Review

Oak Thistle LLC sold out of Agilon Health (AGL) in Q1 2025, closing a stake of 522 shares — an estimated $24.8K sold.

Oak Thistle LLC first reported a position in AGL in Q1 2022 and held it in 3 quarters. The position peaked at $469K in Q1 2022. 197 funds tracked by Wall St. Rank hold AGL as of Q1 2025.

  • Oak Thistle LLC reported no remaining Agilon Health position as of Q1 2025 after selling out during the quarter.
  • Oak Thistle LLC sold 522 Agilon Health shares in Q1 2025, an estimated $24.8K.
  • Oak Thistle LLC first reported a position in Agilon Health in Q1 2022 and held it in 3 quarters.
  • Oak Thistle LLC's Agilon Health position peaked at $469K in Q1 2022.
  • 197 funds tracked by Wall St. Rank held Agilon Health as of Q1 2025.

Based on Oak Thistle LLC's 13F filing for Q1 2025, filed 6 May 2025.