West Branch Capital’s Agilon Health AGL Stock Holding History

West Branch Capital’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	-618	Closed	-$60.7K	–	549
2024 Q3	$60.7K	Hold	618	–	–	0.02%	146
2024 Q2	$101K	Hold	618	–	–	0.04%	122
2024 Q1	$94.2K	Hold	618	–	–	0.04%	128
2023 Q4	$194K	Hold	618	–	–	0.09%	76
2023 Q3	$274K	Hold	618	–	–	0.14%	63
2023 Q2	$268K	Hold	618	–	–	0.13%	66
2023 Q1	$367K	Hold	618	–	–	0.2%	55
2022 Q4	$249K	Hold	618	–	–	0.15%	67
2022 Q3	$362K	Hold	618	–	–	0.23%	57
2022 Q2	$337K	Buy	618 +578	+1,445%	+$292K	0.19%	59
2022 Q1	$25K	Hold	40	–	–	0.01%	226
2021 Q4	$27K	Hold	40	–	–	0.01%	240
2021 Q3	$26K	Buy	+40	New	+$34.2K	0.01%	229

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

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

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 New York $240B AUM 35.51% 1-Year Est. Return

West Branch Capital's AGL Position: Q4 2024 in Review

West Branch Capital sold out of Agilon Health (AGL) in Q4 2024, closing a stake of 618 shares — an estimated $60.7K sold.

West Branch Capital first reported a position in AGL in Q3 2021 and held it in 13 quarters. The position peaked at $367K in Q1 2023. 184 funds tracked by Wall St. Rank hold AGL as of Q4 2024.

West Branch Capital reported no remaining Agilon Health position as of Q4 2024 after selling out during the quarter.
West Branch Capital sold 618 Agilon Health shares in Q4 2024, an estimated $60.7K.
West Branch Capital first reported a position in Agilon Health in Q3 2021 and held it in 13 quarters.
West Branch Capital's Agilon Health position peaked at $367K in Q1 2023.
184 funds tracked by Wall St. Rank held Agilon Health as of Q4 2024.

Based on West Branch Capital's 13F filing for Q4 2024, filed 17 Jan 2025.