RA
OMC icon

Rational Advisors’s Omnicom Group OMC Stock Holding History

Rational Advisors’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
2020
Q4 		– Sell
-48
Closed -$2K – 491
2020
Q3 		$2K Sell
48
-41
-46% -$2.19K ﹤0.01% 489
2020
Q2 		$5K Buy
+89
New +$4.84K ﹤0.01% 427
2020
Q1 		– Sell
-2,209
Closed -$179K – 411
2019
Q4 		$179K Sell
2,209
-8,747
-80% -$685K 0.08% 208
2019
Q3 		$857K Buy
10,956
+5,752
+111% +$457K 0.33% 96
2019
Q2 		$426K Buy
5,204
+1,797
+53% +$142K 0.15% 152
2019
Q1 		$248K Buy
3,407
+3,341
+5,062% +$251K 0.07% 187
2018
Q4 		$5K Buy
66
+49
+288% +$3.63K ﹤0.01% 431
2018
Q3 		$1K Buy
17
+5
+42% +$351 ﹤0.01% 502
2018
Q2 		$1K Buy
+12
New +$886 ﹤0.01% 482
2017
Q4 		– Sell
-2,500
Closed -$185K – 345
2017
Q3 		$185K Sell
2,500
-500
-17% -$38.5K 0.1% 219
2017
Q2 		$249K Buy
+3,000
New +$250K 0.16% 163
2016
Q4 		– Sell
-18,400
Closed -$1.56M – 283
2016
Q3 		$1.56M Buy
+18,400
New +$1.54M 1.03% 26

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Rational Advisors's OMC Position: Q4 2020 in Review

Rational Advisors sold out of Omnicom Group (OMC) in Q4 2020, closing a stake of 48 shares — an estimated $2K sold.

Rational Advisors first reported a position in OMC in Q3 2016 and held it in 12 quarters. The position peaked at $1.56M in Q3 2016. 736 funds tracked by Wall St. Rank hold OMC as of Q4 2020.

  • Rational Advisors reported no remaining Omnicom Group position as of Q4 2020 after selling out during the quarter.
  • Rational Advisors sold 48 Omnicom Group shares in Q4 2020, an estimated $2K.
  • Rational Advisors first reported a position in Omnicom Group in Q3 2016 and held it in 12 quarters.
  • Rational Advisors's Omnicom Group position peaked at $1.56M in Q3 2016.
  • 736 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.