Advisory Research’s Omnicom Group OMC Stock Holding History

Advisory Research’s Portfolio OMC Stock Details OMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-31,097	Closed	-$1.71M	–	334
2020 Q1	$1.71M	Sell	31,097 -3,038	-9%	-$216K	0.12%	99
2019 Q4	$2.77M	Buy	+34,135	New	+$2.67M	0.13%	98
2014 Q2	–	Sell	-907	Closed	-$66K	–	572
2014 Q1	$66K	Buy	+907	New	+$66.7K	﹤0.01%	700

Other funds holding OMC

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisory Research's OMC Position: Q2 2020 in Review

Advisory Research sold out of Omnicom Group (OMC) in Q2 2020, closing a stake of 31,097 shares — an estimated $1.71M sold.

Advisory Research first reported a position in OMC in Q1 2014 and held it in 3 quarters. The position peaked at $2.77M in Q4 2019. 705 funds tracked by Wall St. Rank hold OMC as of Q2 2020.

Advisory Research reported no remaining Omnicom Group position as of Q2 2020 after selling out during the quarter.
Advisory Research sold 31,097 Omnicom Group shares in Q2 2020, an estimated $1.71M.
Advisory Research first reported a position in Omnicom Group in Q1 2014 and held it in 3 quarters.
Advisory Research's Omnicom Group position peaked at $2.77M in Q4 2019.
705 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2020.

Based on Advisory Research's 13F filing for Q2 2020, filed 13 Aug 2020.