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Sonora Investment Management’s Omnicom Group OMC Stock Holding History

Sonora 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
2021
Q3 		$69K Buy
952
+180
+23% +$13.4K 0.01% 355
2021
Q2 		$62K Buy
772
+171
+28% +$13.9K 0.01% 354
2021
Q1 		$45K Buy
601
+430
+251% +$29.7K ﹤0.01% 650
2020
Q4 		$11K Buy
171
+136
+389% +$7.77K ﹤0.01% 1169
2020
Q3 		$2K Sell
35
-54
-61% -$2.89K ﹤0.01% 1640
2020
Q2 		$5K Buy
89
+17
+24% +$925 ﹤0.01% 1366
2020
Q1 		$4K Buy
+72
New +$5.11K ﹤0.01% 1343
2019
Q4 		– Sell
-51
Closed -$4K – 1710
2019
Q3 		$4K Hold
51
– – ﹤0.01% 1464
2019
Q2 		$4K Hold
51
– – ﹤0.01% 1452
2019
Q1 		$4K Sell
51
-94
-65% -$7.06K ﹤0.01% 1296
2018
Q4 		$11K Buy
+145
New +$10.8K ﹤0.01% 815
2018
Q3 		– Sell
-42
Closed -$3K – 1244
2018
Q2 		$3K Sell
42
-144
-77% -$10.6K ﹤0.01% 1033
2018
Q1 		$13.5K Buy
+186
New +$13.9K ﹤0.01% 688
2017
Q4 		– Sell
-104
Closed -$7.7K – 1220
2017
Q3 		$7.7K Buy
+104
New +$8.01K ﹤0.01% 785
2015
Q4 		– Sell
-128
Closed -$8K – 1045
2015
Q3 		$8K Buy
+128
New +$8.97K ﹤0.01% 558

Other funds holding OMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sonora Investment Management's OMC Position: Q3 2021 in Review

Sonora Investment Management increased its Omnicom Group (OMC) stake by 23% in Q3 2021, buying an estimated $13.4K and bringing the position to 952 shares worth $69K. The position accounts for 0.01% of the portfolio, ranked #355.

Sonora Investment Management first reported a position in OMC in Q3 2015 and has held it in 15 quarters since. 772 funds tracked by Wall St. Rank hold OMC as of Q3 2021.

  • Sonora Investment Management held 952 shares of Omnicom Group worth $69K as of Q3 2021.
  • Sonora Investment Management bought 180 Omnicom Group shares in Q3 2021, an estimated $13.4K.
  • Omnicom Group made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #355 holding.
  • Sonora Investment Management first reported a position in Omnicom Group in Q3 2015 and has held it in 15 quarters since.
  • 772 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.