Vontobel Holding’s Agilon Health AGL Stock Holding History

Vontobel Holding’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	-1,806	Closed	-$729K	–	1065
2022 Q4	$729K	Buy	1,806 +434	+32%	+$204K	0.01%	654
2022 Q3	$803K	Buy	+1,372	New	+$822K	0.01%	587
2021 Q4	–	Sell	-2,192	Closed	-$1.44M	–	1044
2021 Q3	$1.44M	Buy	2,192 +556	+34%	+$475K	0.01%	527
2021 Q2	$1.6M	Buy	+1,636	New	+$1.43M	0.01%	494

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

Vontobel Holding's AGL Position: Q1 2023 in Review

Vontobel Holding sold out of Agilon Health (AGL) in Q1 2023, closing a stake of 1,806 shares — an estimated $729K sold.

Vontobel Holding first reported a position in AGL in Q2 2021 and held it in 4 quarters. The position peaked at $1.6M in Q2 2021. 198 funds tracked by Wall St. Rank hold AGL as of Q1 2023.

Vontobel Holding reported no remaining Agilon Health position as of Q1 2023 after selling out during the quarter.
Vontobel Holding sold 1,806 Agilon Health shares in Q1 2023, an estimated $729K.
Vontobel Holding first reported a position in Agilon Health in Q2 2021 and held it in 4 quarters.
Vontobel Holding's Agilon Health position peaked at $1.6M in Q2 2021.
198 funds tracked by Wall St. Rank held Agilon Health as of Q1 2023.

Based on Vontobel Holding's 13F filing for Q1 2023, filed 12 Apr 2023.