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Carmel Capital Partners’s Omnicom Group OMC Stock Holding History

Carmel Capital 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
2023
Q4 		– Sell
-22
Closed -$1.64K – 519
2023
Q3 		$1.64K Hold
22
– – ﹤0.01% 642
2023
Q2 		$2.09K Hold
22
– – ﹤0.01% 360
2023
Q1 		$2.08K Buy
+22
New +$1.95K ﹤0.01% 406

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Charles Schwab
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Carmel Capital Partners's OMC Position: Q4 2023 in Review

Carmel Capital Partners sold out of Omnicom Group (OMC) in Q4 2023, closing a stake of 22 shares — an estimated $1.64K sold.

Carmel Capital Partners first reported a position in OMC in Q1 2023 and held it in 3 quarters. The position peaked at $2.09K in Q2 2023. 876 funds tracked by Wall St. Rank hold OMC as of Q4 2023.

  • Carmel Capital Partners reported no remaining Omnicom Group position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 22 Omnicom Group shares in Q4 2023, an estimated $1.64K.
  • Carmel Capital Partners first reported a position in Omnicom Group in Q1 2023 and held it in 3 quarters.
  • Carmel Capital Partners's Omnicom Group position peaked at $2.09K in Q2 2023.
  • 876 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.