Echo Street Capital Management’s Omnicom Group OMC Stock Holding History

Echo Street 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
2023 Q4	–	Sell	-11,665	Closed	-$869K	–	307
2023 Q3	$869K	Buy	+11,665	New	+$962K	0.01%	161
2023 Q2	–	Sell	-3,338	Closed	-$315K	–	564
2023 Q1	$315K	Buy	+3,338	New	+$296K	﹤0.01%	368
2022 Q3	–	Sell	-9,385	Closed	-$597K	–	660
2022 Q2	$597K	Buy	+9,385	New	+$694K	0.01%	269
2021 Q3	–	Sell	-2,669	Closed	-$213K	–	714
2021 Q2	$213K	Buy	+2,669	New	+$217K	﹤0.01%	548
2014 Q2	–	Sell	-59,200	Closed	-$4.3M	–	154
2014 Q1	$4.3M	Sell	59,200 -103,842	-64%	-$7.63M	0.34%	78
2013 Q4	$12.1M	Buy	163,042 +105,042	+181%	+$7.22M	1.19%	33
2013 Q3	$3.68M	Buy	+58,000	New	+$3.69M	0.47%	55

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

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

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

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

Echo Street Capital Management's OMC Position: Q4 2023 in Review

Echo Street Capital Management sold out of Omnicom Group (OMC) in Q4 2023, closing a stake of 11,665 shares — an estimated $869K sold.

Echo Street Capital Management first reported a position in OMC in Q3 2013 and held it in 7 quarters. The position peaked at $12.1M in Q4 2013. 877 funds tracked by Wall St. Rank hold OMC as of Q4 2023.

Echo Street Capital Management reported no remaining Omnicom Group position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 11,665 Omnicom Group shares in Q4 2023, an estimated $869K.
Echo Street Capital Management first reported a position in Omnicom Group in Q3 2013 and held it in 7 quarters.
Echo Street Capital Management's Omnicom Group position peaked at $12.1M in Q4 2013.
877 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.