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Appleton Partners’s Omnicom Group OMC Stock Holding History

Appleton Partners’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
Q3 		– Sell
-3,840
Closed -$210K – 263
2020
Q2 		$210K Sell
3,840
-300
-7% -$16.3K 0.03% 243
2020
Q1 		$227K Buy
+4,140
New +$294K 0.03% 241
2015
Q2 		– Sell
-2,847
Closed -$222K – 189
2015
Q1 		$222K Buy
+2,847
New +$217K 0.05% 171

Other funds holding OMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Citadel Advisors
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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Appleton Partners's OMC Position: Q3 2020 in Review

Appleton Partners sold out of Omnicom Group (OMC) in Q3 2020, closing a stake of 3,840 shares — an estimated $210K sold.

Appleton Partners first reported a position in OMC in Q1 2015 and held it in 3 quarters. The position peaked at $227K in Q1 2020. 684 funds tracked by Wall St. Rank hold OMC as of Q3 2020.

  • Appleton Partners reported no remaining Omnicom Group position as of Q3 2020 after selling out during the quarter.
  • Appleton Partners sold 3,840 Omnicom Group shares in Q3 2020, an estimated $210K.
  • Appleton Partners first reported a position in Omnicom Group in Q1 2015 and held it in 3 quarters.
  • Appleton Partners's Omnicom Group position peaked at $227K in Q1 2020.
  • 684 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2020.

Based on Appleton Partners's 13F filing for Q3 2020, filed 14 Oct 2020.