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Sherbrooke Park Advisers’s Agilon Health AGL Stock Holding History

Sherbrooke Park Advisers’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
Q4 		– Sell
-4,885
Closed -$480K – 729
2024
Q3 		$480K Buy
4,885
+2,087
+75% +$269K 0.11% 326
2024
Q2 		$457K Sell
2,798
-5,522
-66% -$787K 0.08% 455
2024
Q1 		$1.27M Buy
+8,320
New +$1.38M 0.25% 103
2023
Q3 		– Sell
-709
Closed -$307K – 502
2023
Q2 		$307K Buy
+709
New +$398K 0.16% 252

Other funds holding AGL

CDR
Clayton Dubilier & Rice New York $536M AUM 0.63% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Sherbrooke Park Advisers's AGL Position: Q4 2024 in Review

Sherbrooke Park Advisers sold out of Agilon Health (AGL) in Q4 2024, closing a stake of 4,885 shares — an estimated $480K sold.

Sherbrooke Park Advisers first reported a position in AGL in Q2 2023 and held it in 4 quarters. The position peaked at $1.27M in Q1 2024. 184 funds tracked by Wall St. Rank hold AGL as of Q4 2024.

  • Sherbrooke Park Advisers reported no remaining Agilon Health position as of Q4 2024 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 4,885 Agilon Health shares in Q4 2024, an estimated $480K.
  • Sherbrooke Park Advisers first reported a position in Agilon Health in Q2 2023 and held it in 4 quarters.
  • Sherbrooke Park Advisers's Agilon Health position peaked at $1.27M in Q1 2024.
  • 184 funds tracked by Wall St. Rank held Agilon Health as of Q4 2024.

Based on Sherbrooke Park Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.