Surevest’s Omnicom Group OMC Stock Holding History

Surevest’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
2022 Q3	$1K	Hold	12	–	–	﹤0.01%	476
2022 Q2	$1K	Hold	12	–	–	﹤0.01%	516
2022 Q1	$1K	Hold	12	–	–	﹤0.01%	488
2021 Q4	$1K	Buy	+12	New	+$853	﹤0.01%	497

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Surevest's OMC Position: Q3 2022 in Review

Surevest held its Omnicom Group (OMC) position steady in Q3 2022 at 12 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Surevest first reported a position in OMC in Q4 2021 and has held it in 4 quarters since. 762 funds tracked by Wall St. Rank hold OMC as of Q3 2022.

Surevest held 12 shares of Omnicom Group worth $1K as of Q3 2022.
Surevest left its Omnicom Group share count unchanged in Q3 2022.
Omnicom Group made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #476 holding.
Surevest first reported a position in Omnicom Group in Q4 2021 and has held it in 4 quarters since.
762 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.