Desjardins Global Asset Management’s Omnicom Group OMC Stock Holding History

Desjardins Global Asset 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
2023 Q4	$1.66M	Sell	19,243 -3,293	-15%	-$260K	0.18%	136
2023 Q3	$1.68M	Buy	22,536 +823	+4%	+$67.8K	0.18%	129
2023 Q2	$2.07M	Buy	21,713 +951	+5%	+$88.3K	0.24%	88
2023 Q1	$1.96M	Buy	20,762 +20,145	+3,265%	+$1.78M	0.25%	85
2022 Q4	$50K	Buy	617 +18	+3%	+$1.34K	0.01%	432
2022 Q3	$37K	Hold	599	–	–	﹤0.01%	432
2022 Q2	$38K	Sell	599 -58	-9%	-$4.29K	0.01%	439
2022 Q1	$55K	Sell	657 -40	-6%	-$3.21K	﹤0.01%	413
2021 Q4	$51K	Buy	+697	New	+$49.6K	﹤0.01%	432

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Desjardins Global Asset Management's OMC Position: Q4 2023 in Review

Desjardins Global Asset Management reduced its Omnicom Group (OMC) stake by 15% in Q4 2023, selling an estimated $260K and leaving 19,243 shares worth $1.66M. The position accounts for 0.18% of the portfolio, ranked #136.

Desjardins Global Asset Management first reported a position in OMC in Q4 2021 and has held it in 9 quarters since. The position peaked at $2.07M in Q2 2023. 876 funds tracked by Wall St. Rank hold OMC as of Q4 2023.

Desjardins Global Asset Management held 19,243 shares of Omnicom Group worth $1.66M as of Q4 2023.
Desjardins Global Asset Management sold 3,293 Omnicom Group shares in Q4 2023, an estimated $260K.
Omnicom Group made up 0.18% of Desjardins Global Asset Management's portfolio in Q4 2023, its #136 holding.
Desjardins Global Asset Management first reported a position in Omnicom Group in Q4 2021 and has held it in 9 quarters since.
Desjardins Global Asset Management's Omnicom Group position peaked at $2.07M in Q2 2023.
876 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.