Clean Yield Group’s Omnicom Group OMC Stock Holding History

Clean Yield Group’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	-47	Closed	-$4.86K	–	469
2024 Q3	$4.86K	Buy	+47	New	+$4.52K	﹤0.01%	363
2023 Q3	–	Sell	-36	Closed	-$3.42K	–	405
2023 Q2	$3.42K	Buy	+36	New	+$3.34K	﹤0.01%	363
2023 Q1	–	Sell	-136	Closed	-$11.1K	–	453
2022 Q4	$11.1K	Hold	136	–	–	﹤0.01%	333
2022 Q3	$9K	Hold	136	–	–	﹤0.01%	331
2022 Q2	$9K	Sell	136 -205	-60%	-$15.2K	﹤0.01%	347
2022 Q1	$29K	Hold	341	–	–	0.01%	290
2021 Q4	$25K	Buy	341 +205	+151%	+$14.6K	0.01%	311
2021 Q3	$10K	Hold	136	–	–	﹤0.01%	374
2021 Q2	$11K	Buy	+136	New	+$11.1K	﹤0.01%	360
2021 Q1	–	Sell	-136	Closed	-$8K	–	305
2020 Q4	$8K	Hold	136	–	–	﹤0.01%	364
2020 Q3	$7K	Hold	136	–	–	﹤0.01%	328
2020 Q2	$7K	Sell	136 -97	-42%	-$5.28K	﹤0.01%	309
2020 Q1	$13K	Sell	233 -17	-7%	-$1.21K	0.01%	298
2019 Q4	$20K	Hold	250	–	–	0.01%	282
2019 Q3	$20K	Hold	250	–	–	0.01%	266
2019 Q2	$20K	Hold	250	–	–	0.01%	264
2019 Q1	$18K	Hold	250	–	–	0.01%	251
2018 Q4	$18K	Buy	+250	New	+$18.5K	0.01%	239

Other funds holding OMC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Clean Yield Group's OMC Position: Q4 2024 in Review

Clean Yield Group sold out of Omnicom Group (OMC) in Q4 2024, closing a stake of 47 shares — an estimated $4.86K sold.

Clean Yield Group first reported a position in OMC in Q4 2018 and held it in 18 quarters. The position peaked at $29K in Q1 2022. 957 funds tracked by Wall St. Rank hold OMC as of Q4 2024.

Clean Yield Group reported no remaining Omnicom Group position as of Q4 2024 after selling out during the quarter.
Clean Yield Group sold 47 Omnicom Group shares in Q4 2024, an estimated $4.86K.
Clean Yield Group first reported a position in Omnicom Group in Q4 2018 and held it in 18 quarters.
Clean Yield Group's Omnicom Group position peaked at $29K in Q1 2022.
957 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2024.

Based on Clean Yield Group's 13F filing for Q4 2024, filed 13 Jan 2025.