Estate Counselors’s Omnicom Group OMC Stock Holding History

Estate Counselors’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 Q1	–	Sell	-15,605	Closed	-$1.35M	–	143
2023 Q4	$1.35M	Hold	15,605	–	–	0.17%	86
2023 Q3	$1.16M	Buy	15,605 +110	+0.7%	+$9.07K	0.15%	87
2023 Q2	$1.47M	Hold	15,495	–	–	0.19%	63
2023 Q1	$1.46M	Sell	15,495 -105	-0.7%	-$9.3K	0.19%	55
2022 Q4	$1.27M	Buy	15,600 +85	+0.5%	+$6.31K	0.18%	80
2022 Q3	$978K	Buy	+15,515	New	+$1.05M	0.15%	83
2021 Q4	–	Sell	-14,460	Closed	-$1.05M	–	179
2021 Q3	$1.05M	Buy	14,460 +460	+3%	+$34.2K	0.13%	102
2021 Q2	$1.12M	Buy	14,000 +270	+2%	+$21.9K	0.15%	84
2021 Q1	$1.02M	Buy	+13,730	New	+$948K	0.15%	96

Other funds holding OMC

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity International

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

Geode Capital Management

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

Massachusetts Financial Services

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return