Birch Capital Management’s Omnicom Group OMC Stock Holding History

Birch Capital Management’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
2024 Q4	–	Sell	-87	Closed	-$8.99K	–	89
2024 Q3	$8.99K	Sell	87 -2,746	-97%	-$264K	﹤0.01%	74
2024 Q2	$254K	Sell	2,833 -1,859	-40%	-$173K	0.13%	56
2024 Q1	$454K	Sell	4,692 -12	-0.3%	-$1.08K	0.24%	54
2023 Q4	$407K	Sell	4,704 -595	-11%	-$46.9K	0.23%	55
2023 Q3	$395K	Hold	5,299	–	–	0.25%	52
2023 Q2	$504K	Sell	5,299 -593	-10%	-$55.1K	0.31%	49
2023 Q1	$556K	Hold	5,892	–	–	0.36%	45
2022 Q4	$481K	Buy	5,892 +486	+9%	+$36.1K	0.33%	45
2022 Q3	$341K	Hold	5,406	–	–	0.26%	49
2022 Q2	$344K	Hold	5,406	–	–	0.25%	50
2022 Q1	$459K	Buy	5,406 +169	+3%	+$13.6K	0.28%	50
2021 Q4	$384K	Buy	5,237 +1,686	+47%	+$120K	0.23%	52
2021 Q3	$257K	Buy	3,551 +23	+0.7%	+$1.71K	0.17%	56
2021 Q2	$282K	Buy	3,528 +105	+3%	+$8.53K	0.19%	54
2021 Q1	$254K	Buy	3,423 +303	+10%	+$20.9K	0.19%	57
2020 Q4	$195K	Buy	+3,120	New	+$178K	0.15%	58

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Birch Capital Management's OMC Position: Q4 2024 in Review

Birch Capital Management sold out of Omnicom Group (OMC) in Q4 2024, closing a stake of 87 shares — an estimated $8.99K sold.

Birch Capital Management first reported a position in OMC in Q4 2020 and held it in 16 quarters. The position peaked at $556K in Q1 2023. 957 funds tracked by Wall St. Rank hold OMC as of Q4 2024.

Birch Capital Management reported no remaining Omnicom Group position as of Q4 2024 after selling out during the quarter.
Birch Capital Management sold 87 Omnicom Group shares in Q4 2024, an estimated $8.99K.
Birch Capital Management first reported a position in Omnicom Group in Q4 2020 and held it in 16 quarters.
Birch Capital Management's Omnicom Group position peaked at $556K in Q1 2023.
957 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2024.

Based on Birch Capital Management's 13F filing for Q4 2024, filed 7 Jan 2025.