EdgeRock Capital’s Omnicom Group OMC Stock Holding History

EdgeRock Capital’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
2022 Q4	–	Sell	-81	Closed	-$5K	–	280
2022 Q3	$5K	Buy	+81	New	+$5.49K	﹤0.01%	242

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

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

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

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EdgeRock Capital's OMC Position: Q4 2022 in Review

EdgeRock Capital sold out of Omnicom Group (OMC) in Q4 2022, closing a stake of 81 shares — an estimated $5K sold.

EdgeRock Capital first reported a position in OMC in Q3 2022 and held it in 1 quarter. The position peaked at $5K in Q3 2022. 814 funds tracked by Wall St. Rank hold OMC as of Q4 2022.

EdgeRock Capital reported no remaining Omnicom Group position as of Q4 2022 after selling out during the quarter.
EdgeRock Capital sold 81 Omnicom Group shares in Q4 2022, an estimated $5K.
EdgeRock Capital first reported a position in Omnicom Group in Q3 2022 and held it in 1 quarter.
EdgeRock Capital's Omnicom Group position peaked at $5K in Q3 2022.
814 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2022.

Based on EdgeRock Capital's 13F filing for Q4 2022, filed 14 Feb 2023.