UCFA
ONEM

United Capital Financial Advisors’s 1Life Healthcare ONEM Stock Holding History

United Capital Financial Advisors’s Portfolio ONEM Stock Details ONEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-19,207
Closed -$151K – 1163
2022
Q2 		$151K Buy
19,207
+6,142
+47% +$52.8K ﹤0.01% 1078
2022
Q1 		$145K Buy
13,065
+160
+1% +$1.79K ﹤0.01% 1120
2021
Q4 		$227K Buy
12,905
+5
+0% +$97 ﹤0.01% 1111
2021
Q3 		$261K Sell
12,900
-500
-4% -$12.9K ﹤0.01% 1059
2021
Q2 		$443K Buy
13,400
+500
+4% +$18.9K ﹤0.01% 892
2021
Q1 		$504K Hold
12,900
– – ﹤0.01% 844
2020
Q4 		$563K Sell
12,900
-2
-0% -$68 ﹤0.01% 823
2020
Q3 		$366K Buy
+12,902
New +$407K ﹤0.01% 906

Other funds holding ONEM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SHG
Sheares Healthcare Group Singapore $1.69M AUM 4.89% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
OMC
Oak Management Corp Wilton, Connecticut $3.24M AUM 83.68% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

United Capital Financial Advisors's ONEM Position: Q3 2022 in Review

United Capital Financial Advisors sold out of 1Life Healthcare (ONEM) in Q3 2022, closing a stake of 19,207 shares — an estimated $151K sold.

United Capital Financial Advisors first reported a position in ONEM in Q3 2020 and held it in 8 quarters. The position peaked at $563K in Q4 2020. 222 funds tracked by Wall St. Rank hold ONEM as of Q3 2022.

  • United Capital Financial Advisors reported no remaining 1Life Healthcare position as of Q3 2022 after selling out during the quarter.
  • United Capital Financial Advisors sold 19,207 1Life Healthcare shares in Q3 2022, an estimated $151K.
  • United Capital Financial Advisors first reported a position in 1Life Healthcare in Q3 2020 and held it in 8 quarters.
  • United Capital Financial Advisors's 1Life Healthcare position peaked at $563K in Q4 2020.
  • 222 funds tracked by Wall St. Rank held 1Life Healthcare as of Q3 2022.

Based on United Capital Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.