Riverwater Partners’s Omnicom Group OMC Stock Holding History

Riverwater Partners’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	-4,345	Closed	-$443K	–	227
2024 Q3	$443K	Sell	4,345 -125	-3%	-$12K	0.22%	118
2024 Q2	$401K	Hold	4,470	–	–	0.3%	107
2024 Q1	$433K	Sell	4,470 -225	-5%	-$20.2K	0.32%	92
2023 Q4	$406K	Hold	4,695	–	–	0.32%	94
2023 Q3	$350K	Sell	4,695 -115	-2%	-$9.48K	0.32%	103
2023 Q2	$458K	Hold	4,810	–	–	0.41%	75
2023 Q1	$454K	Hold	4,810	–	–	0.42%	73
2022 Q4	$392K	Hold	4,810	–	–	0.34%	93
2022 Q3	$303K	Hold	4,810	–	–	0.3%	109
2022 Q2	$306K	Buy	+4,810	New	+$356K	0.31%	116
2022 Q1	–	Sell	-4,810	Closed	-$352K	–	182
2021 Q4	$352K	Buy	+4,810	New	+$342K	0.31%	121

Other funds holding OMC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Riverwater Partners's OMC Position: Q4 2024 in Review

Riverwater Partners sold out of Omnicom Group (OMC) in Q4 2024, closing a stake of 4,345 shares — an estimated $443K sold.

Riverwater Partners first reported a position in OMC in Q4 2021 and held it in 11 quarters. The position peaked at $458K in Q2 2023. 957 funds tracked by Wall St. Rank hold OMC as of Q4 2024.

Riverwater Partners reported no remaining Omnicom Group position as of Q4 2024 after selling out during the quarter.
Riverwater Partners sold 4,345 Omnicom Group shares in Q4 2024, an estimated $443K.
Riverwater Partners first reported a position in Omnicom Group in Q4 2021 and held it in 11 quarters.
Riverwater Partners's Omnicom Group position peaked at $458K in Q2 2023.
957 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2024.

Based on Riverwater Partners's 13F filing for Q4 2024, filed 13 Feb 2025.