GI
OMC icon

Gradient Investments’s Omnicom Group OMC Stock Holding History

Gradient Investments’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
Q3 		– Sell
-961
Closed -$86.2K – 977
2024
Q2 		$86.2K Buy
961
+955
+15,917% +$88.7K ﹤0.01% 417
2024
Q1 		$581 Sell
6
-385
-98% -$34.5K ﹤0.01% 997
2023
Q4 		$33.8K Buy
391
+13
+3% +$1.02K ﹤0.01% 614
2023
Q3 		$28.2K Hold
378
– – ﹤0.01% 612
2023
Q2 		$36K Sell
378
-126
-25% -$11.7K ﹤0.01% 573
2023
Q1 		$47.5K Hold
504
– – ﹤0.01% 504
2022
Q4 		$41.1K Buy
504
+68
+16% +$5.05K ﹤0.01% 538
2022
Q3 		$28K Buy
436
+64
+17% +$4.34K ﹤0.01% 600
2022
Q2 		$24K Hold
372
– – ﹤0.01% 616
2022
Q1 		$32K Hold
372
– – ﹤0.01% 555
2021
Q4 		$27K Hold
372
– – ﹤0.01% 605
2021
Q3 		$27K Sell
372
-62
-14% -$4.61K ﹤0.01% 592
2021
Q2 		$35K Buy
434
+62
+17% +$5.04K ﹤0.01% 532
2021
Q1 		$28K Sell
372
-25
-6% -$1.73K ﹤0.01% 568
2020
Q4 		$20K Hold
397
– – ﹤0.01% 575
2020
Q3 		$20K Buy
397
+25
+7% +$1.34K ﹤0.01% 578
2020
Q2 		$20K Sell
372
-4
-1% -$218 ﹤0.01% 532
2020
Q1 		$21K Sell
376
-7
-2% -$497 ﹤0.01% 510
2019
Q4 		$31K Hold
383
– – ﹤0.01% 489
2019
Q3 		$30K Buy
383
+276
+258% +$21.9K ﹤0.01% 462
2019
Q2 		$9K Buy
+107
New +$8.44K ﹤0.01% 678
2017
Q3 		– Sell
-45
Closed -$4K – 554
2017
Q2 		$4K Buy
+45
New +$3.75K ﹤0.01% 616

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Gradient Investments's OMC Position: Q3 2024 in Review

Gradient Investments sold out of Omnicom Group (OMC) in Q3 2024, closing a stake of 961 shares — an estimated $86.2K sold.

Gradient Investments first reported a position in OMC in Q2 2017 and held it in 22 quarters. The position peaked at $86.2K in Q2 2024. 940 funds tracked by Wall St. Rank hold OMC as of Q3 2024.

  • Gradient Investments reported no remaining Omnicom Group position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 961 Omnicom Group shares in Q3 2024, an estimated $86.2K.
  • Gradient Investments first reported a position in Omnicom Group in Q2 2017 and held it in 22 quarters.
  • Gradient Investments's Omnicom Group position peaked at $86.2K in Q2 2024.
  • 940 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.