Squar Milner Financial Services’s Omnicom Group OMC Stock Holding History

Squar Milner Financial Services’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 Q3	–	Sell	-4,986	Closed	-$272K	–	134
2020 Q2	$272K	Buy	4,986 +662	+15%	+$36K	0.15%	166
2020 Q1	$237K	Buy	4,324 +2,788	+182%	+$198K	0.14%	145
2019 Q4	$124K	Sell	1,536 -3,826	-71%	-$300K	0.06%	280
2019 Q3	$265K	Buy	5,362 +4,626	+629%	+$367K	0.14%	173
2019 Q2	$60K	Buy	+736	New	+$58.1K	0.04%	332
2019 Q1	–	Sell	-200	Closed	-$15K	–	835
2018 Q4	$15K	Hold	200	–	–	0.01%	427
2018 Q3	$14K	Sell	200 -145	-42%	-$10.2K	0.01%	450
2018 Q2	$26K	Buy	+345	New	+$25.5K	0.02%	441

Other funds holding OMC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

BGC

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

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

Squar Milner Financial Services's OMC Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Omnicom Group (OMC) in Q3 2020, closing a stake of 4,986 shares — an estimated $272K sold.

Squar Milner Financial Services first reported a position in OMC in Q2 2018 and held it in 8 quarters. The position peaked at $272K in Q2 2020. 685 funds tracked by Wall St. Rank hold OMC as of Q3 2020.

Squar Milner Financial Services reported no remaining Omnicom Group position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 4,986 Omnicom Group shares in Q3 2020, an estimated $272K.
Squar Milner Financial Services first reported a position in Omnicom Group in Q2 2018 and held it in 8 quarters.
Squar Milner Financial Services's Omnicom Group position peaked at $272K in Q2 2020.
685 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.