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Agilon Health shares owned by Summit Financial Strategies

Quarter-by-quarter ownership of Agilon Health (AGL) shares owned by Summit Financial Strategies from 13F filings

Historical chart of Summit Financial Strategies investment in Agilon Health

Tip: Access up to 7 years of quarterly data

All positions including Agilon Health held by Summit Financial Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Agilon Health by Summit Financial Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $105k 17k 6.10
2023-09-30 $306k 17k 17.76
2023-06-30 $299k 17k 17.34
2023-03-31 $753k 32k 23.75
2022-12-31 $537k 33k 16.14
2022-09-30 $780k 33k 23.43

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Dimensional Etf Trust Global Real Est (DFGR)
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Apple (AAPL)

View all positions for Summit Financial Strategies

Top funds holding Agilon Health

Clayton, Dubilier & Rice
FMR
Morgan Stanley
Wellington Management Company
Vanguard Group
BlackRock
Rock Springs Capital Management
Geode Capital Management
Bank of America Corporation
Brown Advisory Holdings Incorporated
Charles Schwab Investment Management
Daventry Group
T. Rowe Price Associates
Millennium Management
Susquehanna International

View all funds holding Agilon Health