UCFA
ONC

United Capital Financial Advisors’s BeOne Medicines Ltd ONC Stock Holding History

United Capital Financial Advisors’s Portfolio ONC Stock Details ONC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,130
Closed -$383K – 1129
2023
Q3 		$383K Sell
2,130
-5
-0.2% -$989 ﹤0.01% 691
2023
Q2 		$381K Sell
2,135
-92
-4% -$21.2K ﹤0.01% 725
2023
Q1 		$480K Buy
2,227
+16
+0.7% +$3.84K ﹤0.01% 732
2022
Q4 		$486K Sell
2,211
-265
-11% -$48.6K ﹤0.01% 764
2022
Q3 		$334K Sell
2,476
-230
-8% -$39.5K ﹤0.01% 876
2022
Q2 		$438K Sell
2,706
-254
-9% -$39.7K ﹤0.01% 829
2022
Q1 		$558K Buy
2,960
+144
+5% +$30.6K ﹤0.01% 810
2021
Q4 		$763K Sell
2,816
-109
-4% -$36.8K ﹤0.01% 748
2021
Q3 		$1.06M Buy
2,925
+93
+3% +$30.4K 0.01% 657
2021
Q2 		$972K Buy
2,832
+141
+5% +$46.7K ﹤0.01% 707
2021
Q1 		$937K Buy
2,691
+40
+2% +$13.2K 0.01% 689
2020
Q4 		$685K Buy
+2,651
New +$730K ﹤0.01% 770

Other funds holding ONC

BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CII
Capital International Inc Los Angeles, California $13B AUM 31.88% 1-Year Est. Return

United Capital Financial Advisors's ONC Position: Q4 2023 in Review

United Capital Financial Advisors sold out of BeOne Medicines Ltd (ONC) in Q4 2023, closing a stake of 2,130 shares — an estimated $383K sold.

United Capital Financial Advisors first reported a position in ONC in Q4 2020 and held it in 12 quarters. The position peaked at $1.06M in Q3 2021. 203 funds tracked by Wall St. Rank hold ONC as of Q4 2023.

  • United Capital Financial Advisors reported no remaining BeOne Medicines Ltd position as of Q4 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 2,130 BeOne Medicines Ltd shares in Q4 2023, an estimated $383K.
  • United Capital Financial Advisors first reported a position in BeOne Medicines Ltd in Q4 2020 and held it in 12 quarters.
  • United Capital Financial Advisors's BeOne Medicines Ltd position peaked at $1.06M in Q3 2021.
  • 203 funds tracked by Wall St. Rank held BeOne Medicines Ltd as of Q4 2023.

Based on United Capital Financial Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.