R Squared’s Agilon Health AGL Stock Holding History

R Squared’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	-440	Closed	-$20.9K	–	319
2024 Q4	$20.9K	Buy	+440	New	+$26.6K	0.02%	856

Other funds holding AGL

CDR

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

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

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

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

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

R Squared's AGL Position: Q1 2025 in Review

R Squared sold out of Agilon Health (AGL) in Q1 2025, closing a stake of 440 shares — an estimated $20.9K sold.

R Squared first reported a position in AGL in Q4 2024 and held it in 1 quarter. The position peaked at $20.9K in Q4 2024. 197 funds tracked by Wall St. Rank hold AGL as of Q1 2025.

R Squared reported no remaining Agilon Health position as of Q1 2025 after selling out during the quarter.
R Squared sold 440 Agilon Health shares in Q1 2025, an estimated $20.9K.
R Squared first reported a position in Agilon Health in Q4 2024 and held it in 1 quarter.
R Squared's Agilon Health position peaked at $20.9K in Q4 2024.
197 funds tracked by Wall St. Rank held Agilon Health as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.