Claris Advisors’s Omnicom Group OMC Stock Holding History

Claris 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
2024 Q4	–	Sell	-14	Closed	-$1.45K	–	822
2024 Q3	$1.45K	Buy	+14	New	+$1.35K	﹤0.01%	362

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 $1.6B AUM 20.7% 1-Year Est. Return

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

Claris Advisors's OMC Position: Q4 2024 in Review

Claris Advisors sold out of Omnicom Group (OMC) in Q4 2024, closing a stake of 14 shares — an estimated $1.45K sold.

Claris Advisors first reported a position in OMC in Q3 2024 and held it in 1 quarter. The position peaked at $1.45K in Q3 2024. 956 funds tracked by Wall St. Rank hold OMC as of Q4 2024.

Claris Advisors reported no remaining Omnicom Group position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 14 Omnicom Group shares in Q4 2024, an estimated $1.45K.
Claris Advisors first reported a position in Omnicom Group in Q3 2024 and held it in 1 quarter.
Claris Advisors's Omnicom Group position peaked at $1.45K in Q3 2024.
956 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.