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Fund Management at Engine No 1’s Omnicom Group OMC Stock Holding History

Fund Management at Engine No 1’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
2023
Q4 		– Sell
-2,823
Closed -$210K – 300
2023
Q3 		$210K Buy
2,823
+225
+9% +$18.5K 0.03% 425
2023
Q2 		$247K Buy
2,598
+139
+6% +$12.9K 0.05% 368
2023
Q1 		$232K Buy
+2,459
New +$218K 0.05% 354

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fund Management at Engine No 1's OMC Position: Q4 2023 in Review

Fund Management at Engine No 1 sold out of Omnicom Group (OMC) in Q4 2023, closing a stake of 2,823 shares — an estimated $210K sold.

Fund Management at Engine No 1 first reported a position in OMC in Q1 2023 and held it in 3 quarters. The position peaked at $247K in Q2 2023. 876 funds tracked by Wall St. Rank hold OMC as of Q4 2023.

  • Fund Management at Engine No 1 reported no remaining Omnicom Group position as of Q4 2023 after selling out during the quarter.
  • Fund Management at Engine No 1 sold 2,823 Omnicom Group shares in Q4 2023, an estimated $210K.
  • Fund Management at Engine No 1 first reported a position in Omnicom Group in Q1 2023 and held it in 3 quarters.
  • Fund Management at Engine No 1's Omnicom Group position peaked at $247K in Q2 2023.
  • 876 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2023.

Based on Fund Management at Engine No 1's 13F filing for Q4 2023.