ZR
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Zeno Research’s Omnicom Group OMC Stock Holding History

Zeno Research’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
Q4 		– Sell
-148,443
Closed -$11.1M – 13
2023
Q3 		$11.1M Buy
148,443
+112,840
+317% +$9.3M 4.97% 8
2023
Q2 		$3.39M Sell
35,603
-24,907
-41% -$2.31M 1.88% 21
2023
Q1 		$5.71M Buy
60,510
+38,280
+172% +$3.39M 3.82% 12
2022
Q4 		$1.81M Sell
22,230
-59,834
-73% -$4.44M 1.2% 24
2022
Q3 		$5.18M Buy
82,064
+26,084
+47% +$1.77M 4.9% 6
2022
Q2 		$3.56M Buy
+55,980
New +$4.14M 3.9% 11
2022
Q1 		– Sell
-23,240
Closed -$1.7M – 32
2021
Q4 		$1.7M Buy
+23,240
New +$1.65M 1.65% 22
2021
Q3 		– Sell
-116,826
Closed -$9.35M – 31
2021
Q2 		$9.35M Buy
+116,826
New +$9.49M 7.43% 7

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 $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $315B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Zeno Research's OMC Position: Q4 2023 in Review

Zeno Research sold out of Omnicom Group (OMC) in Q4 2023, closing a stake of 148,443 shares — an estimated $11.1M sold.

Zeno Research first reported a position in OMC in Q2 2021 and held it in 8 quarters. The position peaked at $11.1M in Q3 2023. 877 funds tracked by Wall St. Rank hold OMC as of Q4 2023.

  • Zeno Research reported no remaining Omnicom Group position as of Q4 2023 after selling out during the quarter.
  • Zeno Research sold 148,443 Omnicom Group shares in Q4 2023, an estimated $11.1M.
  • Zeno Research first reported a position in Omnicom Group in Q2 2021 and held it in 8 quarters.
  • Zeno Research's Omnicom Group position peaked at $11.1M in Q3 2023.
  • 877 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2023.

Based on Zeno Research's 13F filing for Q4 2023.