Symmetry Investments’s Agilon Health AGL Stock Holding History

Symmetry Investments’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 Q2	–	Sell	-476	Closed	-$72.6K	–	177
2024 Q1	$72.6K	Buy	+476	New	+$79.2K	﹤0.01%	157
2023 Q2	–	Sell	-400	Closed	-$238K	–	164
2023 Q1	$238K	Buy	+400	New	+$224K	0.06%	113

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

RSCM

Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Symmetry Investments's AGL Position: Q2 2024 in Review

Symmetry Investments sold out of Agilon Health (AGL) in Q2 2024, closing a stake of 476 shares — an estimated $72.6K sold.

Symmetry Investments first reported a position in AGL in Q1 2023 and held it in 2 quarters. The position peaked at $238K in Q1 2023. 201 funds tracked by Wall St. Rank hold AGL as of Q2 2024.

Symmetry Investments reported no remaining Agilon Health position as of Q2 2024 after selling out during the quarter.
Symmetry Investments sold 476 Agilon Health shares in Q2 2024, an estimated $72.6K.
Symmetry Investments first reported a position in Agilon Health in Q1 2023 and held it in 2 quarters.
Symmetry Investments's Agilon Health position peaked at $238K in Q1 2023.
201 funds tracked by Wall St. Rank held Agilon Health as of Q2 2024.

Based on Symmetry Investments's 13F filing for Q2 2024, filed 13 Aug 2024.