Longfellow Investment Management’s Omnicom Group OMC Stock Holding History

Longfellow Investment Management’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
2025 Q1	–	Sell	-2,208	Closed	-$190K	–	301
2024 Q4	$190K	Sell	2,208 -140	-6%	-$13.9K	0.05%	141
2024 Q3	$243K	Buy	2,348 +13	+0.6%	+$1.25K	0.06%	141
2024 Q2	$209K	Buy	2,335 +16	+0.7%	+$1.49K	0.05%	136
2024 Q1	$224K	Buy	2,319 +16	+0.7%	+$1.44K	0.05%	141
2023 Q4	$199K	Buy	+2,303	New	+$182K	0.05%	136
2022 Q4	–	Sell	-4,711	Closed	-$297K	–	311
2022 Q3	$297K	Hold	4,711	–	–	0.06%	162
2022 Q2	$301K	Hold	4,711	–	–	0.07%	171
2022 Q1	$401K	Hold	4,711	–	–	0.06%	178
2021 Q4	$346K	Buy	4,711 +2,094	+80%	+$149K	0.06%	180
2021 Q3	$190K	Hold	2,617	–	–	0.03%	231
2021 Q2	$210K	Sell	2,617 -1,625	-38%	-$132K	0.03%	238
2021 Q1	$315K	Buy	4,242 +4	+0.1%	+$276	0.04%	281
2020 Q4	$266K	Buy	+4,238	New	+$242K	0.03%	246
2014 Q2	–	Sell	-275,000	Closed	-$20M	–	56
2014 Q1	$20M	Buy	+275,000	New	+$20.2M	3.29%	13

Other funds holding OMC

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

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

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

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Longfellow Investment Management's OMC Position: Q1 2025 in Review

Longfellow Investment Management sold out of Omnicom Group (OMC) in Q1 2025, closing a stake of 2,208 shares — an estimated $190K sold.

Longfellow Investment Management first reported a position in OMC in Q1 2014 and held it in 14 quarters. The position peaked at $20M in Q1 2014. 982 funds tracked by Wall St. Rank hold OMC as of Q1 2025.

Longfellow Investment Management reported no remaining Omnicom Group position as of Q1 2025 after selling out during the quarter.
Longfellow Investment Management sold 2,208 Omnicom Group shares in Q1 2025, an estimated $190K.
Longfellow Investment Management first reported a position in Omnicom Group in Q1 2014 and held it in 14 quarters.
Longfellow Investment Management's Omnicom Group position peaked at $20M in Q1 2014.
982 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2025.

Based on Longfellow Investment Management's 13F filing for Q1 2025, filed 12 May 2025.