United Capital Financial Advisors’s Agilon Health AGL Stock Holding History

United Capital Financial Advisors’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 Q3	–	Sell	-677	Closed	-$111K	–	1062
2024 Q2	$111K	Buy	+677	New	+$96.4K	﹤0.01%	1004
2023 Q2	–	Sell	-560	Closed	-$332K	–	891
2023 Q1	$332K	Sell	560 -1,104	-66%	-$618K	﹤0.01%	797
2022 Q4	$671K	Buy	1,664 +303	+22%	+$142K	﹤0.01%	704
2022 Q3	$797K	Sell	1,361 -4	-0.3%	-$2.4K	﹤0.01%	661
2022 Q2	$745K	Buy	+1,365	New	+$690K	﹤0.01%	693

Other funds holding AGL

CDR

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

United Capital Financial Advisors's AGL Position: Q3 2024 in Review

United Capital Financial Advisors sold out of Agilon Health (AGL) in Q3 2024, closing a stake of 677 shares — an estimated $111K sold.

United Capital Financial Advisors first reported a position in AGL in Q2 2022 and held it in 5 quarters. The position peaked at $797K in Q3 2022. 209 funds tracked by Wall St. Rank hold AGL as of Q3 2024.

United Capital Financial Advisors reported no remaining Agilon Health position as of Q3 2024 after selling out during the quarter.
United Capital Financial Advisors sold 677 Agilon Health shares in Q3 2024, an estimated $111K.
United Capital Financial Advisors first reported a position in Agilon Health in Q2 2022 and held it in 5 quarters.
United Capital Financial Advisors's Agilon Health position peaked at $797K in Q3 2022.
209 funds tracked by Wall St. Rank held Agilon Health as of Q3 2024.

Based on United Capital Financial Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.