Great Diamond Partners’s Omnicom Group OMC Stock Holding History

Great Diamond Partners’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 Q1	–	Sell	-2,043	Closed	-$165K	–	450
2019 Q4	$165K	Buy	+2,043	New	+$160K	0.06%	172

Other funds holding OMC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Great Diamond Partners's OMC Position: Q1 2020 in Review

Great Diamond Partners sold out of Omnicom Group (OMC) in Q1 2020, closing a stake of 2,043 shares — an estimated $165K sold.

Great Diamond Partners first reported a position in OMC in Q4 2019 and held it in 1 quarter. The position peaked at $165K in Q4 2019. 743 funds tracked by Wall St. Rank hold OMC as of Q1 2020.

Great Diamond Partners reported no remaining Omnicom Group position as of Q1 2020 after selling out during the quarter.
Great Diamond Partners sold 2,043 Omnicom Group shares in Q1 2020, an estimated $165K.
Great Diamond Partners first reported a position in Omnicom Group in Q4 2019 and held it in 1 quarter.
Great Diamond Partners's Omnicom Group position peaked at $165K in Q4 2019.
743 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.