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Schechter Investment Advisors’s Omnicom Group OMC Stock Holding History

Schechter Investment 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
2025
Q1 		$572K Sell
6,897
-599
-8% -$50K 0.05% 334
2024
Q4 		$645K Sell
7,496
-348
-4% -$34.5K 0.05% 330
2024
Q3 		$811K Buy
7,844
+14
+0.2% +$1.35K 0.06% 292
2024
Q2 		$702K Buy
7,830
+75
+1% +$6.96K 0.05% 310
2024
Q1 		$750K Buy
7,755
+221
+3% +$19.8K 0.06% 303
2023
Q4 		$652K Buy
7,534
+3,414
+83% +$269K 0.06% 305
2023
Q3 		$307K Sell
4,120
-2,481
-38% -$205K 0.03% 441
2023
Q2 		$628K Buy
6,601
+3,663
+125% +$340K 0.06% 330
2023
Q1 		$277K Sell
2,938
-596
-17% -$52.8K 0.03% 539
2022
Q4 		$288K Buy
+3,534
New +$262K 0.03% 639

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Schechter Investment Advisors's OMC Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Omnicom Group (OMC) stake by 8% in Q1 2025, selling an estimated $50K and leaving 6,897 shares worth $572K. The position accounts for 0.05% of the portfolio, ranked #334.

Schechter Investment Advisors first reported a position in OMC in Q4 2022 and has held it in 10 quarters since. The position peaked at $811K in Q3 2024. 981 funds tracked by Wall St. Rank hold OMC as of Q1 2025.

  • Schechter Investment Advisors held 6,897 shares of Omnicom Group worth $572K as of Q1 2025.
  • Schechter Investment Advisors sold 599 Omnicom Group shares in Q1 2025, an estimated $50K.
  • Omnicom Group made up 0.05% of Schechter Investment Advisors's portfolio in Q1 2025, its #334 holding.
  • Schechter Investment Advisors first reported a position in Omnicom Group in Q4 2022 and has held it in 10 quarters since.
  • Schechter Investment Advisors's Omnicom Group position peaked at $811K in Q3 2024.
  • 981 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.