SRH Advisors’s Omnicom Group OMC Stock Holding History

SRH 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
2020 Q4	–	Sell	-24	Closed	-$1K	–	308
2020 Q3	$1K	Hold	24	–	–	﹤0.01%	292
2020 Q2	$1K	Hold	24	–	–	﹤0.01%	275
2020 Q1	$1K	Hold	24	–	–	﹤0.01%	266
2019 Q4	$2K	Hold	24	–	–	0.01%	248
2019 Q3	$2K	Hold	24	–	–	0.01%	250
2019 Q2	$2K	Hold	24	–	–	0.01%	252
2019 Q1	$2K	Hold	24	–	–	0.01%	245
2018 Q4	$2K	Hold	24	–	–	0.01%	245
2018 Q3	$2K	Hold	24	–	–	0.01%	268
2018 Q2	$2K	Hold	24	–	–	0.01%	254
2018 Q1	$2K	Hold	24	–	–	0.01%	222
2017 Q4	$2K	Hold	24	–	–	0.01%	210
2017 Q3	$2K	Hold	24	–	–	0.01%	219
2017 Q2	$2K	Hold	24	–	–	0.01%	193
2017 Q1	$2K	Hold	24	–	–	0.01%	192
2016 Q4	$2K	Hold	24	–	–	0.01%	195
2016 Q3	$2K	Hold	24	–	–	0.01%	193
2016 Q2	$2K	Hold	24	–	–	0.01%	189
2016 Q1	$2K	Hold	24	–	–	0.01%	194
2015 Q4	$2K	Hold	24	–	–	0.01%	189
2015 Q3	$2K	Hold	24	–	–	0.01%	196
2015 Q2	$2K	Hold	24	–	–	0.01%	195
2015 Q1	$2K	Hold	24	–	–	0.01%	184
2014 Q4	$2K	Hold	24	–	–	0.01%	184
2014 Q3	$2K	Buy	+24	New	+$1.71K	0.02%	168

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

SRH Advisors's OMC Position: Q4 2020 in Review

SRH Advisors sold out of Omnicom Group (OMC) in Q4 2020, closing a stake of 24 shares — an estimated $1K sold.

SRH Advisors first reported a position in OMC in Q3 2014 and held it in 25 quarters. The position peaked at $2K in Q4 2019. 736 funds tracked by Wall St. Rank hold OMC as of Q4 2020.

SRH Advisors reported no remaining Omnicom Group position as of Q4 2020 after selling out during the quarter.
SRH Advisors sold 24 Omnicom Group shares in Q4 2020, an estimated $1K.
SRH Advisors first reported a position in Omnicom Group in Q3 2014 and held it in 25 quarters.
SRH Advisors's Omnicom Group position peaked at $2K in Q4 2019.
736 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2020.

Based on SRH Advisors's 13F filing for Q4 2020, filed 22 Jan 2021.