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Fulcrum Equity Management’s Omnicom Group OMC Stock Holding History

Fulcrum Equity 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
2020
Q2 		– Sell
-4,431
Closed -$243K – 142
2020
Q1 		$243K Sell
4,431
-661
-13% -$46.9K 0.17% 41
2019
Q4 		$413K Sell
5,092
-48
-0.9% -$3.76K 0.22% 76
2019
Q3 		$402K Sell
5,140
-31
-0.6% -$2.46K 0.2% 63
2019
Q2 		$406K Buy
+5,171
New +$408K 0.19% 57

Other funds holding OMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fulcrum Equity Management's OMC Position: Q2 2020 in Review

Fulcrum Equity Management sold out of Omnicom Group (OMC) in Q2 2020, closing a stake of 4,431 shares — an estimated $243K sold.

Fulcrum Equity Management first reported a position in OMC in Q2 2019 and held it in 4 quarters. The position peaked at $413K in Q4 2019. 705 funds tracked by Wall St. Rank hold OMC as of Q2 2020.

  • Fulcrum Equity Management reported no remaining Omnicom Group position as of Q2 2020 after selling out during the quarter.
  • Fulcrum Equity Management sold 4,431 Omnicom Group shares in Q2 2020, an estimated $243K.
  • Fulcrum Equity Management first reported a position in Omnicom Group in Q2 2019 and held it in 4 quarters.
  • Fulcrum Equity Management's Omnicom Group position peaked at $413K in Q4 2019.
  • 705 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2020.

Based on Fulcrum Equity Management's 13F filing for Q2 2020, filed 17 Aug 2020.