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Lee Financial’s Omnicom Group OMC Stock Holding History

Lee Financial’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
Q4 		– Sell
-53
Closed -$3.98K – 906
2023
Q3 		$3.98K Hold
53
– – ﹤0.01% 556
2023
Q2 		$5.09K Hold
53
– – ﹤0.01% 504
2023
Q1 		$5.04K Hold
53
– – ﹤0.01% 531
2022
Q4 		$4.32K Sell
53
-12
-18% -$891 ﹤0.01% 572
2022
Q3 		$4K Sell
65
-21
-24% -$1.42K ﹤0.01% 586
2022
Q2 		$5K Sell
86
-27
-24% -$2K ﹤0.01% 561
2022
Q1 		$10K Sell
113
-45
-28% -$3.62K ﹤0.01% 436
2021
Q4 		$11K Buy
158
+100
+172% +$7.11K ﹤0.01% 484
2021
Q3 		$4K Buy
+58
New +$4.31K ﹤0.01% 519

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Lee Financial's OMC Position: Q4 2023 in Review

Lee Financial sold out of Omnicom Group (OMC) in Q4 2023, closing a stake of 53 shares — an estimated $3.98K sold.

Lee Financial first reported a position in OMC in Q3 2021 and held it in 9 quarters. The position peaked at $11K in Q4 2021. 877 funds tracked by Wall St. Rank hold OMC as of Q4 2023.

  • Lee Financial reported no remaining Omnicom Group position as of Q4 2023 after selling out during the quarter.
  • Lee Financial sold 53 Omnicom Group shares in Q4 2023, an estimated $3.98K.
  • Lee Financial first reported a position in Omnicom Group in Q3 2021 and held it in 9 quarters.
  • Lee Financial's Omnicom Group position peaked at $11K in Q4 2021.
  • 877 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2023.

Based on Lee Financial's 13F filing for Q4 2023, filed 8 Feb 2024.