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Enlightenment Research’s Omnicom Group OMC Stock Holding History

Enlightenment Research’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
2021
Q2 		– Sell
-4,021
Closed -$298K – 195
2021
Q1 		$298K Buy
+4,021
New +$278K 0.36% 75
2019
Q3 		– Sell
-6,000
Closed -$480K – 230
2019
Q2 		$480K Buy
+6,000
New +$473K 0.24% 121
2019
Q1 		– Sell
-2,700
Closed -$198K – 479
2018
Q4 		$198K Buy
+2,700
New +$200K 0.25% 83

Other funds holding OMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Charles Schwab
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Enlightenment Research's OMC Position: Q2 2021 in Review

Enlightenment Research sold out of Omnicom Group (OMC) in Q2 2021, closing a stake of 4,021 shares — an estimated $298K sold.

Enlightenment Research first reported a position in OMC in Q4 2018 and held it in 3 quarters. The position peaked at $480K in Q2 2019. 766 funds tracked by Wall St. Rank hold OMC as of Q2 2021.

  • Enlightenment Research reported no remaining Omnicom Group position as of Q2 2021 after selling out during the quarter.
  • Enlightenment Research sold 4,021 Omnicom Group shares in Q2 2021, an estimated $298K.
  • Enlightenment Research first reported a position in Omnicom Group in Q4 2018 and held it in 3 quarters.
  • Enlightenment Research's Omnicom Group position peaked at $480K in Q2 2019.
  • 766 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2021.

Based on Enlightenment Research's 13F filing for Q2 2021, filed 16 Aug 2021.