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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity International

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

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

Massachusetts Financial Services

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Wellington Management Group

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