Shell Asset Management’s Agilon Health AGL Stock Holding History

Shell Asset Management’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 Q1	–	Sell	-454	Closed	-$183K	–	1252
2022 Q4	$183K	Sell	454 -92	-17%	-$43.1K	0.01%	984
2022 Q3	$320K	Sell	546 -144	-21%	-$86.2K	0.01%	801
2022 Q2	$377K	Buy	+690	New	+$349K	0.01%	862

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Shell Asset Management's AGL Position: Q1 2023 in Review

Shell Asset Management sold out of Agilon Health (AGL) in Q1 2023, closing a stake of 454 shares — an estimated $183K sold.

Shell Asset Management first reported a position in AGL in Q2 2022 and held it in 3 quarters. The position peaked at $377K in Q2 2022. 198 funds tracked by Wall St. Rank hold AGL as of Q1 2023.

Shell Asset Management reported no remaining Agilon Health position as of Q1 2023 after selling out during the quarter.
Shell Asset Management sold 454 Agilon Health shares in Q1 2023, an estimated $183K.
Shell Asset Management first reported a position in Agilon Health in Q2 2022 and held it in 3 quarters.
Shell Asset Management's Agilon Health position peaked at $377K in Q2 2022.
198 funds tracked by Wall St. Rank held Agilon Health as of Q1 2023.

Based on Shell Asset Management's 13F filing for Q1 2023, filed 15 May 2023.