Zevin Asset Management’s Omnicom Group OMC Stock Holding History

Zevin Asset 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
2024 Q4	–	Sell	-2,600	Closed	-$269K	–	88
2024 Q3	$269K	Hold	2,600	–	–	0.04%	68
2024 Q2	$233K	Hold	2,600	–	–	0.04%	67
2024 Q1	$252K	Hold	2,600	–	–	0.04%	70
2023 Q4	$225K	Buy	+2,600	New	+$205K	0.04%	83
2023 Q3	–	Sell	-2,600	Closed	-$247K	–	91
2023 Q2	$247K	Hold	2,600	–	–	0.05%	66
2023 Q1	$245K	Hold	2,600	–	–	0.05%	66
2022 Q4	$212K	Buy	+2,600	New	+$193K	0.05%	69
2022 Q2	–	Sell	-2,600	Closed	-$221K	–	90
2022 Q1	$221K	Buy	+2,600	New	+$209K	0.04%	82
2021 Q4	–	Sell	-2,775	Closed	-$201K	–	100
2021 Q3	$201K	Hold	2,775	–	–	0.04%	96
2021 Q2	$222K	Hold	2,775	–	–	0.04%	95
2021 Q1	$206K	Buy	+2,775	New	+$192K	0.05%	88

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Zevin Asset Management's OMC Position: Q4 2024 in Review

Zevin Asset Management sold out of Omnicom Group (OMC) in Q4 2024, closing a stake of 2,600 shares — an estimated $269K sold.

Zevin Asset Management first reported a position in OMC in Q1 2021 and held it in 11 quarters. The position peaked at $269K in Q3 2024. 956 funds tracked by Wall St. Rank hold OMC as of Q4 2024.

Zevin Asset Management reported no remaining Omnicom Group position as of Q4 2024 after selling out during the quarter.
Zevin Asset Management sold 2,600 Omnicom Group shares in Q4 2024, an estimated $269K.
Zevin Asset Management first reported a position in Omnicom Group in Q1 2021 and held it in 11 quarters.
Zevin Asset Management's Omnicom Group position peaked at $269K in Q3 2024.
956 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2024.

Based on Zevin Asset Management's 13F filing for Q4 2024, filed 10 Feb 2025.