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Hamilton Point Investment Advisors’s Omnicom Group OMC Stock Holding History

Hamilton Point Investment Advisors’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
Q3 		– Sell
-27,756
Closed -$1.53M – 71
2020
Q2 		$1.53M Buy
27,756
+481
+2% +$26.2K 0.59% 51
2020
Q1 		$1.51M Buy
27,275
+750
+3% +$53.2K 0.7% 52
2019
Q4 		$2.17M Buy
26,525
+345
+1% +$27K 0.82% 53
2019
Q3 		$2.07M Buy
26,180
+1,112
+4% +$88.3K 0.84% 51
2019
Q2 		$2.07M Buy
25,068
+345
+1% +$27.2K 0.88% 52
2019
Q1 		$1.82M Buy
24,723
+95
+0.4% +$7.13K 0.81% 52
2018
Q4 		$1.82M Buy
24,628
+620
+3% +$46K 0.92% 50
2018
Q3 		$1.65M Buy
24,008
+118
+0.5% +$8.28K 0.77% 54
2018
Q2 		$1.84M Buy
23,890
+55
+0.2% +$4.06K 0.91% 51
2018
Q1 		$1.75M Buy
23,835
+5,295
+29% +$397K 0.89% 52
2017
Q4 		$1.36M Sell
18,540
-2,760
-13% -$198K 0.71% 55
2017
Q3 		$1.59M Buy
21,300
+255
+1% +$19.7K 0.86% 52
2017
Q2 		$1.75M Buy
21,045
+85
+0.4% +$7.09K 0.98% 46
2017
Q1 		$1.81M Sell
20,960
-285
-1% -$24.3K 1.03% 46
2016
Q4 		$1.81M Buy
21,245
+340
+2% +$28.5K 1.12% 45
2016
Q3 		$1.78M Buy
+20,905
New +$1.75M 1.12% 49

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
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hamilton Point Investment Advisors's OMC Position: Q3 2020 in Review

Hamilton Point Investment Advisors sold out of Omnicom Group (OMC) in Q3 2020, closing a stake of 27,756 shares — an estimated $1.53M sold.

Hamilton Point Investment Advisors first reported a position in OMC in Q3 2016 and held it in 16 quarters. The position peaked at $2.17M in Q4 2019. 684 funds tracked by Wall St. Rank hold OMC as of Q3 2020.

  • Hamilton Point Investment Advisors reported no remaining Omnicom Group position as of Q3 2020 after selling out during the quarter.
  • Hamilton Point Investment Advisors sold 27,756 Omnicom Group shares in Q3 2020, an estimated $1.53M.
  • Hamilton Point Investment Advisors first reported a position in Omnicom Group in Q3 2016 and held it in 16 quarters.
  • Hamilton Point Investment Advisors's Omnicom Group position peaked at $2.17M in Q4 2019.
  • 684 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2020.

Based on Hamilton Point Investment Advisors's 13F filing for Q3 2020, filed 3 Nov 2020.