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Steward Financial Group’s Omnicom Group OMC Stock Holding History

Steward Financial Group’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
2023
Q3 		$4K Sell
65
-108
-62% -$8.9K ﹤0.01% 749
2023
Q2 		$16K Buy
+173
New +$16.1K 0.01% 277
2022
Q3 		– Sell
-29
Closed -$1K – 935
2022
Q2 		$1K Buy
+29
New +$2.15K ﹤0.01% 820

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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Steward Financial Group's OMC Position: Q3 2023 in Review

Steward Financial Group reduced its Omnicom Group (OMC) stake by 62% in Q3 2023, selling an estimated $8.9K and leaving 65 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #749.

Steward Financial Group first reported a position in OMC in Q2 2022 and has held it in 3 quarters since. The position peaked at $16K in Q2 2023. 844 funds tracked by Wall St. Rank hold OMC as of Q3 2023.

  • Steward Financial Group held 65 shares of Omnicom Group worth $4K as of Q3 2023.
  • Steward Financial Group sold 108 Omnicom Group shares in Q3 2023, an estimated $8.9K.
  • Omnicom Group made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #749 holding.
  • Steward Financial Group first reported a position in Omnicom Group in Q2 2022 and has held it in 3 quarters since.
  • Steward Financial Group's Omnicom Group position peaked at $16K in Q2 2023.
  • 844 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.