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Harvest Fund Management’s Omnicom Group OMC Stock Holding History

Harvest Fund 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
2023
Q3 		– Sell
-148
Closed -$14K – 685
2023
Q2 		$14K Sell
148
-1,486
-91% -$138K ﹤0.01% 539
2023
Q1 		$154K Hold
1,634
– – 0.03% 251
2022
Q4 		$133K Buy
1,634
+893
+121% +$66.3K 0.03% 278
2022
Q3 		$47K Hold
741
– – 0.01% 429
2022
Q2 		$47K Hold
741
– – 0.01% 421
2022
Q1 		$62K Hold
741
– – 0.01% 402
2021
Q4 		$54K Buy
+741
New +$52.7K 0.01% 436
2019
Q2 		– Sell
-763
Closed -$56K – 412
2019
Q1 		$56K Sell
763
-3,197
-81% -$240K 0.01% 262
2018
Q4 		$290K Buy
+3,960
New +$294K 0.06% 80

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Harvest Fund Management's OMC Position: Q3 2023 in Review

Harvest Fund Management sold out of Omnicom Group (OMC) in Q3 2023, closing a stake of 148 shares — an estimated $14K sold.

Harvest Fund Management first reported a position in OMC in Q4 2018 and held it in 9 quarters. The position peaked at $290K in Q4 2018. 844 funds tracked by Wall St. Rank hold OMC as of Q3 2023.

  • Harvest Fund Management reported no remaining Omnicom Group position as of Q3 2023 after selling out during the quarter.
  • Harvest Fund Management sold 148 Omnicom Group shares in Q3 2023, an estimated $14K.
  • Harvest Fund Management first reported a position in Omnicom Group in Q4 2018 and held it in 9 quarters.
  • Harvest Fund Management's Omnicom Group position peaked at $290K in Q4 2018.
  • 844 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2023.

Based on Harvest Fund Management's 13F filing for Q3 2023, filed 7 Nov 2023.