Principal Securities’s Agilon Health AGL Stock Holding History

Principal Securities’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
2024 Q1	–	Sell	-7	Closed	-$2.21K	–	3315
2023 Q4	$2.21K	Buy	+7	New	+$2.53K	﹤0.01%	2782

Other funds holding AGL

CDR

Clayton Dubilier & Rice New York $536M AUM 0.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RSCM

Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Securities's AGL Position: Q1 2024 in Review

Principal Securities sold out of Agilon Health (AGL) in Q1 2024, closing a stake of 7 shares — an estimated $2.21K sold.

Principal Securities first reported a position in AGL in Q4 2023 and held it in 1 quarter. The position peaked at $2.21K in Q4 2023. 198 funds tracked by Wall St. Rank hold AGL as of Q1 2024.

Principal Securities reported no remaining Agilon Health position as of Q1 2024 after selling out during the quarter.
Principal Securities sold 7 Agilon Health shares in Q1 2024, an estimated $2.21K.
Principal Securities first reported a position in Agilon Health in Q4 2023 and held it in 1 quarter.
Principal Securities's Agilon Health position peaked at $2.21K in Q4 2023.
198 funds tracked by Wall St. Rank held Agilon Health as of Q1 2024.

Based on Principal Securities's 13F filing for Q1 2024, filed 10 May 2024.