Sugarloaf Wealth Management’s Omnicom Group OMC Stock Holding History

Sugarloaf Wealth 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
2023 Q1	–	Sell	-8	Closed	-$686	–	760
2022 Q4	$686	Sell	8 -1	-11%	-$74	﹤0.01%	722
2022 Q3	$1K	Hold	9	–	–	﹤0.01%	787
2022 Q2	$1K	Buy	9 +1	+13%	+$74	﹤0.01%	752
2022 Q1	$1K	Sell	8 -1	-11%	-$80	﹤0.01%	692
2021 Q4	$1K	Hold	9	–	–	﹤0.01%	721
2021 Q3	$1K	Hold	9	–	–	﹤0.01%	735
2021 Q2	$1K	Buy	9 +1	+13%	+$81	﹤0.01%	727
2021 Q1	$1	Hold	8	–	–	﹤0.01%	720
2020 Q4	$0	Hold	8	–	–	﹤0.01%	746
2020 Q3	$0	Hold	8	–	–	﹤0.01%	708
2020 Q2	$0	Hold	8	–	–	﹤0.01%	716
2020 Q1	$0	Sell	8 -69	-90%	-$4.9K	﹤0.01%	736
2019 Q4	$6K	Buy	+77	New	+$6.03K	﹤0.01%	522

Other funds holding OMC

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Geode Capital Management

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Baird Financial Group

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return