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Horan Securities’s Omnicom Group OMC Stock Holding History

Horan Securities’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
-309
Closed -$29.4K – 469
2023
Q2 		$29.4K Buy
309
+2
+0.7% +$186 0.01% 280
2023
Q1 		$29K Buy
307
+1
+0.3% +$89 0.01% 264
2022
Q4 		$25K Buy
306
+2
+0.7% +$148 0.01% 271
2022
Q3 		$19K Buy
+304
New +$20.6K 0.01% 279
2020
Q4 		– Sell
-52
Closed -$3K – 424
2020
Q3 		$3K Buy
+52
New +$2.78K ﹤0.01% 298

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
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

Horan Securities's OMC Position: Q3 2023 in Review

Horan Securities sold out of Omnicom Group (OMC) in Q3 2023, closing a stake of 309 shares — an estimated $29.4K sold.

Horan Securities first reported a position in OMC in Q3 2020 and held it in 5 quarters. The position peaked at $29.4K in Q2 2023. 844 funds tracked by Wall St. Rank hold OMC as of Q3 2023.

  • Horan Securities reported no remaining Omnicom Group position as of Q3 2023 after selling out during the quarter.
  • Horan Securities sold 309 Omnicom Group shares in Q3 2023, an estimated $29.4K.
  • Horan Securities first reported a position in Omnicom Group in Q3 2020 and held it in 5 quarters.
  • Horan Securities's Omnicom Group position peaked at $29.4K in Q2 2023.
  • 844 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.