Rockbridge Investment Management’s Omnicom Group OMC Stock Holding History

Rockbridge 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
2024 Q1	–	Sell	-400	Closed	-$34.6K	–	470
2023 Q4	$34.6K	Buy	+400	New	+$31.5K	0.01%	272
2022 Q3	–	Sell	-400	Closed	-$25.4K	–	446
2022 Q2	$25.4K	Hold	400	–	–	0.01%	281
2022 Q1	$33.1K	Sell	400 -115	-22%	-$9.24K	0.01%	354
2021 Q4	$38K	Buy	515 +115	+29%	+$8.18K	0.01%	391
2021 Q3	$29K	Hold	400	–	–	﹤0.01%	401
2021 Q2	$32K	Hold	400	–	–	0.01%	377
2021 Q1	$30K	Hold	400	–	–	0.01%	357
2020 Q4	$25K	Hold	400	–	–	0.01%	383
2020 Q3	$20K	Hold	400	–	–	﹤0.01%	384
2020 Q2	$22K	Buy	+400	New	+$21.8K	0.01%	332

Other funds holding OMC

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group

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

Fidelity International

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

Geode Capital Management

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

Massachusetts Financial Services

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Boston Partners

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

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return