Berman Capital Advisors’s Canon, Inc. CAJ Stock Holding History

Berman Capital Advisors’s Portfolio CAJ Stock Details CAJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$7K	Buy	312 +58	+23%	+$1.38K	﹤0.01%	1351
2021 Q2	$5K	Buy	254 +16	+7%	+$377	﹤0.01%	1373
2021 Q1	$5K	Buy	238 +137	+136%	+$2.98K	﹤0.01%	1302
2020 Q4	$1K	Sell	101 -153	-60%	-$2.76K	﹤0.01%	1624
2020 Q3	$4K	Sell	254 -263	-51%	-$4.67K	﹤0.01%	1151
2020 Q2	$10K	Buy	517 +159	+44%	+$3.29K	﹤0.01%	780
2020 Q1	$7K	Buy	358 +249	+228%	+$6.27K	﹤0.01%	816
2019 Q4	$2K	Sell	109 -45	-29%	-$1.24K	﹤0.01%	1272
2019 Q3	$4K	Sell	154 -384	-71%	-$10.5K	﹤0.01%	1040
2019 Q2	$15K	Buy	538 +232	+76%	+$6.64K	﹤0.01%	604
2019 Q1	$8K	Buy	306 +103	+51%	+$2.95K	﹤0.01%	740
2018 Q4	$4K	Buy	+203	New	+$5.88K	﹤0.01%	767

Other funds holding CAJ

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Berman Capital Advisors's CAJ Position: Q3 2021 in Review

Berman Capital Advisors increased its Canon, Inc. (CAJ) stake by 23% in Q3 2021, buying an estimated $1.38K and bringing the position to 312 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1351.

Berman Capital Advisors first reported a position in CAJ in Q4 2018 and has held it in 12 quarters since. The position peaked at $15K in Q2 2019. 151 funds tracked by Wall St. Rank hold CAJ as of Q3 2021.

Berman Capital Advisors held 312 shares of Canon, Inc. worth $7K as of Q3 2021.
Berman Capital Advisors bought 58 Canon, Inc. shares in Q3 2021, an estimated $1.38K.
Canon, Inc. made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1351 holding.
Berman Capital Advisors first reported a position in Canon, Inc. in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Canon, Inc. position peaked at $15K in Q2 2019.
151 funds tracked by Wall St. Rank held Canon, Inc. as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.