Berman Capital Advisors’s Omnicom Group OMC Stock Holding History

Berman Capital Advisors’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
2021 Q3	$78K	Buy	1,093 +230	+27%	+$17.1K	0.01%	514
2021 Q2	$69K	Buy	863 +60	+7%	+$4.88K	0.01%	476
2021 Q1	$58K	Buy	803 +497	+162%	+$34.3K	0.01%	431
2020 Q4	$19K	Buy	306 +60	+24%	+$3.43K	﹤0.01%	687
2020 Q3	$12K	Buy	246 +173	+237%	+$9.26K	﹤0.01%	745
2020 Q2	$3K	Sell	73 -261	-78%	-$14.2K	﹤0.01%	1163
2020 Q1	$18K	Sell	334 -84	-20%	-$5.96K	0.01%	524
2019 Q4	$33K	Buy	418 +48	+13%	+$3.76K	0.01%	408
2019 Q3	$28K	Hold	370	–	–	0.01%	416
2019 Q2	$30K	Buy	370 +17	+5%	+$1.34K	0.01%	412
2019 Q1	$25K	Buy	353 +69	+24%	+$5.18K	0.01%	405
2018 Q4	$20K	Buy	+284	New	+$21.1K	0.01%	386

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Berman Capital Advisors's OMC Position: Q3 2021 in Review

Berman Capital Advisors increased its Omnicom Group (OMC) stake by 27% in Q3 2021, buying an estimated $17.1K and bringing the position to 1,093 shares worth $78K. The position accounts for 0.01% of the portfolio, ranked #514.

Berman Capital Advisors first reported a position in OMC in Q4 2018 and has held it in 12 quarters since. 772 funds tracked by Wall St. Rank hold OMC as of Q3 2021.

Berman Capital Advisors held 1,093 shares of Omnicom Group worth $78K as of Q3 2021.
Berman Capital Advisors bought 230 Omnicom Group shares in Q3 2021, an estimated $17.1K.
Omnicom Group made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #514 holding.
Berman Capital Advisors first reported a position in Omnicom Group in Q4 2018 and has held it in 12 quarters since.
772 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.