Neville Rodie & Shaw’s Omnicom Group OMC Stock Holding History

Neville Rodie & Shaw’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	–	Sell	-2,000	Closed	-$207K	–	264
2024 Q3	$207K	Buy	+2,000	New	+$192K	0.02%	240
2017 Q3	–	Sell	-2,740	Closed	-$227K	–	249
2017 Q2	$227K	Hold	2,740	–	–	0.03%	229
2017 Q1	$236K	Hold	2,740	–	–	0.03%	232
2016 Q4	$233K	Hold	2,740	–	–	0.03%	231
2016 Q3	$233K	Hold	2,740	–	–	0.03%	238
2016 Q2	$223K	Hold	2,740	–	–	0.03%	243
2016 Q1	$228K	Hold	2,740	–	–	0.03%	239
2015 Q4	$207K	Buy	+2,740	New	+$201K	0.02%	248
2015 Q2	–	Sell	-2,740	Closed	-$214K	–	274
2015 Q1	$214K	Hold	2,740	–	–	0.02%	253
2014 Q4	$212K	Buy	+2,740	New	+$200K	0.02%	256
2014 Q3	–	Sell	-3,866	Closed	-$275K	–	277
2014 Q2	$275K	Sell	3,866 -400	-9%	-$27.9K	0.03%	224
2014 Q1	$310K	Buy	4,266 +126	+3%	+$9.26K	0.03%	204
2013 Q4	$308K	Sell	4,140 -100	-2%	-$6.88K	0.03%	199
2013 Q3	$269K	Hold	4,240	–	–	0.03%	214
2013 Q2	$267K	Buy	+4,240	New	+$260K	0.03%	216

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

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Neville Rodie & Shaw's OMC Position: Q4 2024 in Review

Neville Rodie & Shaw sold out of Omnicom Group (OMC) in Q4 2024, closing a stake of 2,000 shares — an estimated $207K sold.

Neville Rodie & Shaw first reported a position in OMC in Q2 2013 and held it in 15 quarters. The position peaked at $310K in Q1 2014. 956 funds tracked by Wall St. Rank hold OMC as of Q4 2024.

Neville Rodie & Shaw reported no remaining Omnicom Group position as of Q4 2024 after selling out during the quarter.
Neville Rodie & Shaw sold 2,000 Omnicom Group shares in Q4 2024, an estimated $207K.
Neville Rodie & Shaw first reported a position in Omnicom Group in Q2 2013 and held it in 15 quarters.
Neville Rodie & Shaw's Omnicom Group position peaked at $310K in Q1 2014.
956 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2024.

Based on Neville Rodie & Shaw's 13F filing for Q4 2024, filed 6 Jan 2025.