SignatureFD’s Agilon Health AGL Stock Holding History

SignatureFD’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
2026 Q1	–	Sell	-25	Closed	-$424	–	3468
2025 Q4	$424	Sell	25 -414	-94%	-$8.03K	﹤0.01%	3248
2025 Q3	$11.3K	Sell	439 -780	-64%	-$29.5K	﹤0.01%	2364
2025 Q2	$70.1K	Buy	1,219 +481	+65%	+$38.6K	﹤0.01%	1411
2025 Q1	$79.9K	Buy	738 +162	+28%	+$14.1K	﹤0.01%	1324
2024 Q4	$27.3K	Buy	576 +339	+143%	+$20.5K	﹤0.01%	1904
2024 Q3	$23.3K	Sell	237 -237	-50%	-$30.6K	﹤0.01%	1966
2024 Q2	$77.5K	Buy	474 +296	+166%	+$42.2K	﹤0.01%	1292
2024 Q1	$27.1K	Buy	178 +174	+4,350%	+$29K	﹤0.01%	1848
2023 Q4	$1.19K	Sell	4 -63	-94%	-$22.8K	﹤0.01%	2881
2023 Q3	$29.7K	Buy	67 +28	+72%	+$12.7K	﹤0.01%	1641
2023 Q2	$16.7K	Sell	39 -7	-15%	-$3.93K	﹤0.01%	1980
2023 Q1	$27.2K	Buy	46 +17	+59%	+$9.52K	﹤0.01%	1699
2022 Q4	$11.7K	Buy	29 +23	+383%	+$10.8K	﹤0.01%	2074
2022 Q3	$3K	Buy	+6	New	+$3.59K	﹤0.01%	2599
2022 Q1	–	Sell	-2	Closed	-$1K	–	3124
2021 Q4	$1K	Buy	+2	New	+$1.22K	﹤0.01%	2858

Other funds holding AGL

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

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

North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jacobs Levy Equity Management

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return