LSAG
OMC icon

Lake Street Advisors Group’s Omnicom Group OMC Stock Holding History

Lake Street Advisors Group’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 		$284K Buy
3,272
+65
+2% +$6.44K 0.01% 465
2024
Q3 		$334K Buy
3,207
+83
+3% +$7.98K 0.02% 417
2024
Q2 		$282K Sell
3,124
-42
-1% -$3.9K 0.01% 459
2024
Q1 		$308K Buy
3,166
+143
+5% +$12.8K 0.01% 455
2023
Q4 		$264K Buy
+3,023
New +$238K 0.01% 481
2021
Q3 		– Sell
-2,866
Closed -$218K – 369
2021
Q2 		$218K Sell
2,866
-38
-1% -$3.09K 0.02% 296
2021
Q1 		$215K Buy
+2,904
New +$200K 0.02% 296
2020
Q1 		– Sell
-8,858
Closed -$718K – 273
2019
Q4 		$718K Buy
+8,858
New +$694K 0.07% 88
2019
Q3 		– Sell
-2,877
Closed -$236K – 241
2019
Q2 		$236K Sell
2,877
-156
-5% -$12.3K 0.03% 185
2019
Q1 		$221K Buy
3,033
+16
+0.5% +$1.2K 0.02% 197
2018
Q4 		$221K Buy
+3,017
New +$224K 0.03% 172
2018
Q3 		– Sell
-3,151
Closed -$240K – 288
2018
Q2 		$240K Buy
3,151
+31
+1% +$2.29K 0.02% 274
2018
Q1 		$227K Sell
3,120
-22
-0.7% -$1.65K 0.03% 271
2017
Q4 		$229K Buy
+3,142
New +$225K 0.03% 296

Other funds holding OMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Lake Street Advisors Group's OMC Position: Q4 2024 in Review

Lake Street Advisors Group increased its Omnicom Group (OMC) stake by 2% in Q4 2024, buying an estimated $6.44K and bringing the position to 3,272 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #465.

Lake Street Advisors Group first reported a position in OMC in Q4 2017 and has held it in 14 quarters since. The position peaked at $718K in Q4 2019. 957 funds tracked by Wall St. Rank hold OMC as of Q4 2024.

  • Lake Street Advisors Group held 3,272 shares of Omnicom Group worth $284K as of Q4 2024.
  • Lake Street Advisors Group bought 65 Omnicom Group shares in Q4 2024, an estimated $6.44K.
  • Omnicom Group made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #465 holding.
  • Lake Street Advisors Group first reported a position in Omnicom Group in Q4 2017 and has held it in 14 quarters since.
  • Lake Street Advisors Group's Omnicom Group position peaked at $718K in Q4 2019.
  • 957 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.