SLF
OMC icon

Sun Life Financial’s Omnicom Group OMC Stock Holding History

Sun Life Financial’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
Q2 		– Sell
-1,493
Closed -$140K – 60
2023
Q1 		$140K Hold
1,493
– – 0.01% 67
2022
Q4 		$122K Sell
1,493
-140
-9% -$10.4K 0.01% 68
2022
Q3 		$103K Sell
1,633
-320
-16% -$21.7K 0.01% 68
2022
Q2 		$125K Sell
1,953
-81
-4% -$5.99K 0.01% 69
2022
Q1 		$172K Sell
2,034
-68
-3% -$5.46K 0.01% 78
2021
Q4 		$154K Buy
2,102
+114
+6% +$8.11K 0.01% 80
2021
Q3 		$144K Buy
1,988
+467
+31% +$34.7K 0.01% 72
2021
Q2 		$122K Sell
1,521
-3,841
-72% -$312K 0.01% 73
2021
Q1 		$397K Sell
5,362
-441
-8% -$30.4K 0.03% 75
2020
Q4 		$362K Sell
5,803
-6,309
-52% -$361K 0.05% 71
2020
Q3 		$599K Buy
12,112
+2,245
+23% +$120K 0.1% 68
2020
Q2 		$539K Sell
9,867
-137
-1% -$7.45K 0.1% 74
2020
Q1 		$549K Buy
10,004
+7,272
+266% +$516K 0.14% 48
2019
Q4 		$221K Sell
2,732
-3
-0.1% -$235 0.06% 104
2019
Q3 		$213K Sell
2,735
-243
-8% -$19.3K 0.05% 175
2019
Q2 		$243K Sell
2,978
-858
-22% -$67.7K 0.06% 162
2019
Q1 		$280K Sell
3,836
-493
-11% -$37K 0.06% 162
2018
Q4 		$318K Sell
4,329
-1
-0% -$74 0.07% 145
2018
Q3 		$294K Buy
4,330
+3
+0.1% +$210 0.05% 176
2018
Q2 		$330K Buy
4,327
+3,977
+1,136% +$294K 0.05% 167
2018
Q1 		$4.82K Sell
350
-3,841
-92% -$288K 0.04% 141
2017
Q4 		$305K Sell
4,191
-1,189
-22% -$85.3K 0.03% 126
2017
Q3 		$398K Sell
5,380
-489
-8% -$37.7K 0.04% 158
2017
Q2 		$487K Buy
5,869
+5,858
+53,255% +$488K 0.05% 124
2017
Q1 		$127 Buy
+11
New +$938 ﹤0.01% 357

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Sun Life Financial's OMC Position: Q2 2023 in Review

Sun Life Financial sold out of Omnicom Group (OMC) in Q2 2023, closing a stake of 1,493 shares — an estimated $140K sold.

Sun Life Financial first reported a position in OMC in Q1 2017 and held it in 25 quarters. The position peaked at $599K in Q3 2020. 869 funds tracked by Wall St. Rank hold OMC as of Q2 2023.

  • Sun Life Financial reported no remaining Omnicom Group position as of Q2 2023 after selling out during the quarter.
  • Sun Life Financial sold 1,493 Omnicom Group shares in Q2 2023, an estimated $140K.
  • Sun Life Financial first reported a position in Omnicom Group in Q1 2017 and held it in 25 quarters.
  • Sun Life Financial's Omnicom Group position peaked at $599K in Q3 2020.
  • 869 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2023.

Based on Sun Life Financial's 13F filing for Q2 2023, filed 11 Aug 2023.