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Opus Investment Management’s Omnicom Group OMC Stock Holding History

Opus 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
2023
Q3 		– Sell
-25,200
Closed -$2.4M – 66
2023
Q2 		$2.4M Hold
25,200
– – 0.86% 44
2023
Q1 		$2.38M Hold
25,200
– – 0.86% 47
2022
Q4 		$2.06M Sell
25,200
-48,065
-66% -$3.57M 0.73% 49
2022
Q3 		$4.62M Hold
73,265
– – 1.08% 30
2022
Q2 		$4.66M Hold
73,265
– – 1.01% 31
2022
Q1 		$6.22M Buy
73,265
+2,300
+3% +$185K 0.96% 27
2021
Q4 		$5.2M Buy
70,965
+25,365
+56% +$1.8M 0.74% 42
2021
Q3 		$3.3M Buy
45,600
+41,200
+936% +$3.06M 0.51% 67
2021
Q2 		$352K Hold
4,400
– – 0.05% 93
2021
Q1 		$326K Buy
+4,400
New +$304K 0.05% 98

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Opus Investment Management's OMC Position: Q3 2023 in Review

Opus Investment Management sold out of Omnicom Group (OMC) in Q3 2023, closing a stake of 25,200 shares — an estimated $2.4M sold.

Opus Investment Management first reported a position in OMC in Q1 2021 and held it in 10 quarters. The position peaked at $6.22M in Q1 2022. 845 funds tracked by Wall St. Rank hold OMC as of Q3 2023.

  • Opus Investment Management reported no remaining Omnicom Group position as of Q3 2023 after selling out during the quarter.
  • Opus Investment Management sold 25,200 Omnicom Group shares in Q3 2023, an estimated $2.4M.
  • Opus Investment Management first reported a position in Omnicom Group in Q1 2021 and held it in 10 quarters.
  • Opus Investment Management's Omnicom Group position peaked at $6.22M in Q1 2022.
  • 845 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2023.

Based on Opus Investment Management's 13F filing for Q3 2023, filed 8 Nov 2023.