FFM
CAJ

Forum Financial Management’s Canon, Inc. CAJ Stock Holding History

Forum Financial Management’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
2023
Q1 		– Sell
-16,507
Closed -$358K – 648
2022
Q4 		$358K Hold
16,507
– – 0.01% 344
2022
Q3 		$360K Hold
16,507
– – 0.02% 297
2022
Q2 		$375K Hold
16,507
– – 0.02% 293
2022
Q1 		$401K Hold
16,507
– – 0.02% 296
2021
Q4 		$403K Buy
+16,507
New +$388K 0.02% 306

Other funds holding CAJ

LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
KIA
KLR Investment Advisors Providence, Rhode Island $138M AUM 25.88% 1-Year Est. Return

Forum Financial Management's CAJ Position: Q1 2023 in Review

Forum Financial Management sold out of Canon, Inc. (CAJ) in Q1 2023, closing a stake of 16,507 shares — an estimated $358K sold.

Forum Financial Management first reported a position in CAJ in Q4 2021 and held it in 5 quarters. The position peaked at $403K in Q4 2021. 39 funds tracked by Wall St. Rank hold CAJ as of Q1 2023.

  • Forum Financial Management reported no remaining Canon, Inc. position as of Q1 2023 after selling out during the quarter.
  • Forum Financial Management sold 16,507 Canon, Inc. shares in Q1 2023, an estimated $358K.
  • Forum Financial Management first reported a position in Canon, Inc. in Q4 2021 and held it in 5 quarters.
  • Forum Financial Management's Canon, Inc. position peaked at $403K in Q4 2021.
  • 39 funds tracked by Wall St. Rank held Canon, Inc. as of Q1 2023.

Based on Forum Financial Management's 13F filing for Q1 2023, filed 19 Apr 2023.