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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
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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Estate Counselors's OMC Position: Q1 2024 in Review

Estate Counselors sold out of Omnicom Group (OMC) in Q1 2024, closing a stake of 15,605 shares — an estimated $1.35M sold.

Estate Counselors first reported a position in OMC in Q1 2021 and held it in 9 quarters. The position peaked at $1.47M in Q2 2023. 885 funds tracked by Wall St. Rank hold OMC as of Q1 2024.

  • Estate Counselors reported no remaining Omnicom Group position as of Q1 2024 after selling out during the quarter.
  • Estate Counselors sold 15,605 Omnicom Group shares in Q1 2024, an estimated $1.35M.
  • Estate Counselors first reported a position in Omnicom Group in Q1 2021 and held it in 9 quarters.
  • Estate Counselors's Omnicom Group position peaked at $1.47M in Q2 2023.
  • 885 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2024.

Based on Estate Counselors's 13F filing for Q1 2024, filed 14 May 2024.