Kaizen Advisory’s Omnicom Group OMC Stock Holding History

Kaizen Advisory’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
2018 Q4	$43K	Buy	584 +68	+13%	+$5.04K	0.03%	352
2018 Q3	$35K	Hold	516	–	–	0.02%	417
2018 Q2	$39K	Buy	516 +281	+120%	+$20.8K	0.02%	388
2018 Q1	$17K	Hold	235	–	–	0.02%	366
2017 Q4	$17K	Buy	+235	New	+$16.9K	0.01%	355

Other funds holding OMC

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

AIG

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

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

Kaizen Advisory's OMC Position: Q4 2018 in Review

Kaizen Advisory increased its Omnicom Group (OMC) stake by 13% in Q4 2018, buying an estimated $5.04K and bringing the position to 584 shares worth $43K. The position accounts for 0.03% of the portfolio, ranked #352.

Kaizen Advisory first reported a position in OMC in Q4 2017 and has held it in 5 quarters since. 736 funds tracked by Wall St. Rank hold OMC as of Q4 2018.

Kaizen Advisory held 584 shares of Omnicom Group worth $43K as of Q4 2018.
Kaizen Advisory bought 68 Omnicom Group shares in Q4 2018, an estimated $5.04K.
Omnicom Group made up 0.03% of Kaizen Advisory's portfolio in Q4 2018, its #352 holding.
Kaizen Advisory first reported a position in Omnicom Group in Q4 2017 and has held it in 5 quarters since.
736 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.