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Kiwi Wealth Investments Limited Partnership’s Omnicom Group OMC Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
-20,918
Closed -$1.99M – 155
2023
Q2 		$1.99M Hold
20,918
– – 0.12% 127
2023
Q1 		$1.97M Buy
+20,918
New +$1.85M 0.13% 126
2022
Q1 		– Sell
-45,754
Closed -$3.35M – 246
2021
Q4 		$3.35M Sell
45,754
-1,216
-3% -$86.5K 0.16% 142
2021
Q3 		$3.4M Hold
46,970
– – 0.17% 148
2021
Q2 		$3.76M Buy
+46,970
New +$3.82M 0.19% 132
2021
Q1 		– Sell
-12,121
Closed -$756K – 266
2020
Q4 		$756K Sell
12,121
-5,684
-32% -$325K 0.04% 231
2020
Q3 		$881K Sell
17,805
-17,190
-49% -$920K 0.06% 215
2020
Q2 		$1.91M Sell
34,995
-20,364
-37% -$1.11M 0.15% 158
2020
Q1 		$3.04M Buy
55,359
+12,922
+30% +$917K 0.31% 88
2019
Q4 		$3.44M Buy
42,437
+26,671
+169% +$2.09M 0.25% 106
2019
Q3 		$1.23M Sell
15,766
-32,817
-68% -$2.61M 0.1% 167
2019
Q2 		$3.98M Sell
48,583
-3,099
-6% -$245K 0.35% 88
2019
Q1 		$3.77M Buy
51,682
+4,777
+10% +$359K 0.34% 95
2018
Q4 		$3.44M Sell
46,905
-5,575
-11% -$413K 0.36% 86
2018
Q3 		$3.57M Buy
52,480
+32,738
+166% +$2.3M 0.34% 87
2018
Q2 		$1.51M Sell
19,742
-409
-2% -$30.2K 0.14% 145
2018
Q1 		$1.46M Sell
20,151
-4,151
-17% -$311K 0.14% 145
2017
Q4 		$1.77M Sell
24,302
-21,186
-47% -$1.52M 0.19% 117
2017
Q3 		$3.37M Buy
45,488
+14,402
+46% +$1.11M 0.41% 71
2017
Q2 		$2.58M Sell
31,086
-3,670
-11% -$306K 0.24% 71
2017
Q1 		$3M Sell
34,756
-3,749
-10% -$320K 0.25% 70
2016
Q4 		$3.28M Sell
38,505
-1,072
-3% -$89.9K 0.28% 64
2016
Q3 		$3.36M Buy
39,577
+1,889
+5% +$158K 0.29% 67
2016
Q2 		$3.07M Buy
+37,688
New +$3.13M 0.3% 96

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 $129B AUM 30.83% 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 $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's OMC Position: Q3 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Omnicom Group (OMC) in Q3 2023, closing a stake of 20,918 shares — an estimated $1.99M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in OMC in Q2 2016 and held it in 24 quarters. The position peaked at $3.98M in Q2 2019. 845 funds tracked by Wall St. Rank hold OMC as of Q3 2023.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Omnicom Group position as of Q3 2023 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 20,918 Omnicom Group shares in Q3 2023, an estimated $1.99M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Omnicom Group in Q2 2016 and held it in 24 quarters.
  • Kiwi Wealth Investments Limited Partnership's Omnicom Group position peaked at $3.98M in Q2 2019.
  • 845 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2023, filed 14 Nov 2023.