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Samalin Investment Counsel’s Agilon Health AGL Stock Holding History

Samalin Investment Counsel’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
-2,422
Closed -$115K – 319
2024
Q4 		$115K Buy
2,422
+1,916
+379% +$116K 0.05% 281
2024
Q3 		$49.8K Buy
+506
New +$65.3K 0.02% 282

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

Samalin Investment Counsel's AGL Position: Q1 2025 in Review

Samalin Investment Counsel sold out of Agilon Health (AGL) in Q1 2025, closing a stake of 2,422 shares — an estimated $115K sold.

Samalin Investment Counsel first reported a position in AGL in Q3 2024 and held it in 2 quarters. The position peaked at $115K in Q4 2024. 197 funds tracked by Wall St. Rank hold AGL as of Q1 2025.

  • Samalin Investment Counsel reported no remaining Agilon Health position as of Q1 2025 after selling out during the quarter.
  • Samalin Investment Counsel sold 2,422 Agilon Health shares in Q1 2025, an estimated $115K.
  • Samalin Investment Counsel first reported a position in Agilon Health in Q3 2024 and held it in 2 quarters.
  • Samalin Investment Counsel's Agilon Health position peaked at $115K in Q4 2024.
  • 197 funds tracked by Wall St. Rank held Agilon Health as of Q1 2025.

Based on Samalin Investment Counsel's 13F filing for Q1 2025, filed 14 May 2025.