Householder Group Estate & Retirement Specialist’s Omnicom Group OMC Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-16	Closed	-$1K	–	979
2024 Q3	$1K	Hold	16	–	–	﹤0.01%	1112
2024 Q2	$1K	Hold	16	–	–	﹤0.01%	1149
2024 Q1	$1.6K	Sell	16 -13	-45%	-$1.17K	﹤0.01%	1078
2023 Q4	$2K	Hold	29	–	–	﹤0.01%	1005
2023 Q3	$2.2K	Buy	+29	New	+$2.39K	﹤0.01%	1054
2023 Q1	$3K	Buy	+29	New	+$2.57K	﹤0.01%	1040
2022 Q4	–	Sell	-12	Closed	–	–	852
2022 Q3	$0	Buy	+12	New	+$814	﹤0.01%	1167

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's OMC Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Omnicom Group (OMC) in Q4 2024, closing a stake of 16 shares — an estimated $1K sold.

Householder Group Estate & Retirement Specialist first reported a position in OMC in Q3 2022 and held it in 7 quarters. The position peaked at $3K in Q1 2023. 957 funds tracked by Wall St. Rank hold OMC as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Omnicom Group position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 16 Omnicom Group shares in Q4 2024, an estimated $1K.
Householder Group Estate & Retirement Specialist first reported a position in Omnicom Group in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's Omnicom Group position peaked at $3K in Q1 2023.
957 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.