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O'Neil Global Advisors’s Agilon Health AGL Stock Holding History

O'Neil Global Advisors’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
Q2 		– Sell
-464
Closed -$276K – 76
2023
Q1 		$276K Buy
+464
New +$260K 0.14% 59

Other funds holding AGL

CDR
Clayton Dubilier & Rice New York $536M AUM 0.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

O'Neil Global Advisors's AGL Position: Q2 2023 in Review

O'Neil Global Advisors sold out of Agilon Health (AGL) in Q2 2023, closing a stake of 464 shares — an estimated $276K sold.

O'Neil Global Advisors first reported a position in AGL in Q1 2023 and held it in 1 quarter. The position peaked at $276K in Q1 2023. 185 funds tracked by Wall St. Rank hold AGL as of Q2 2023.

  • O'Neil Global Advisors reported no remaining Agilon Health position as of Q2 2023 after selling out during the quarter.
  • O'Neil Global Advisors sold 464 Agilon Health shares in Q2 2023, an estimated $276K.
  • O'Neil Global Advisors first reported a position in Agilon Health in Q1 2023 and held it in 1 quarter.
  • O'Neil Global Advisors's Agilon Health position peaked at $276K in Q1 2023.
  • 185 funds tracked by Wall St. Rank held Agilon Health as of Q2 2023.

Based on O'Neil Global Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.