LNWWM
CAJ

Laird Norton Wetherby Wealth Management’s Canon, Inc. CAJ Stock Holding History

Laird Norton Wetherby Wealth 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
-13,993
Closed -$303K – 958
2022
Q4 		$303K Sell
13,993
-2,874
-17% -$64.1K 0.02% 677
2022
Q3 		$368K Buy
16,867
+513
+3% +$12.1K 0.03% 586
2022
Q2 		$371K Buy
16,354
+576
+4% +$13.9K 0.03% 609
2022
Q1 		$384K Buy
15,778
+1,441
+10% +$34.5K 0.02% 604
2021
Q4 		$350K Buy
14,337
+655
+5% +$15.4K 0.02% 666
2021
Q3 		$334K Sell
13,682
-1,013
-7% -$24.1K 0.02% 661
2021
Q2 		$333K Buy
14,695
+2,491
+20% +$58.7K 0.02% 676
2021
Q1 		$277K Buy
12,204
+1,270
+12% +$27.6K 0.02% 633
2020
Q4 		$212K Sell
10,934
-2,135
-16% -$38.5K 0.01% 799
2020
Q3 		$216K Sell
13,069
-776
-6% -$13.8K 0.02% 625
2020
Q2 		$277K Buy
13,845
+2,452
+22% +$50.7K 0.03% 542
2020
Q1 		$246K Buy
11,393
+1,856
+19% +$46.7K 0.03% 508
2019
Q4 		$261K Sell
9,537
-692
-7% -$19K 0.03% 580
2019
Q3 		$274K Sell
10,229
-14,402
-58% -$392K 0.03% 574
2019
Q2 		$721K Buy
24,631
+3,071
+14% +$87.9K 0.08% 283
2019
Q1 		$626K Buy
21,560
+618
+3% +$17.7K 0.08% 307
2018
Q4 		$578K Sell
20,942
-2,249
-10% -$65.2K 0.08% 287
2018
Q3 		$734K Sell
23,191
-1,301
-5% -$41.2K 0.09% 254
2018
Q2 		$801K Sell
24,492
-648
-3% -$22.4K 0.11% 220
2018
Q1 		$917K Buy
25,140
+1,349
+6% +$51K 0.13% 192
2017
Q4 		$889K Buy
23,791
+686
+3% +$25.6K 0.12% 197
2017
Q3 		$793K Buy
23,105
+1,129
+5% +$38.9K 0.12% 205
2017
Q2 		$748K Buy
21,976
+1,827
+9% +$61.4K 0.13% 202
2017
Q1 		$630K Buy
20,149
+2,071
+11% +$61.4K 0.11% 233
2016
Q4 		$508K Buy
18,078
+1,452
+9% +$41.8K 0.1% 267
2016
Q3 		$482K Buy
16,626
+4,475
+37% +$128K 0.1% 267
2016
Q2 		$347K Buy
12,151
+1,808
+17% +$52.1K 0.08% 309
2016
Q1 		$308K Sell
10,343
-1,322
-11% -$38K 0.07% 321
2015
Q4 		$352K Sell
11,665
-2,514
-18% -$76.5K 0.08% 283
2015
Q3 		$410K Sell
14,179
-904
-6% -$28.2K 0.11% 233
2015
Q2 		$489K Buy
15,083
+214
+1% +$7.58K 0.12% 214
2015
Q1 		$526K Buy
14,869
+3,052
+26% +$99.8K 0.13% 191
2014
Q4 		$375K Sell
11,817
-271
-2% -$8.56K 0.09% 259
2014
Q3 		$394K Buy
12,088
+1,700
+16% +$56.2K 0.11% 229
2014
Q2 		$340K Buy
10,388
+1,805
+21% +$58.1K 0.1% 271
2014
Q1 		$267K Sell
8,583
-955
-10% -$29K 0.08% 319
2013
Q4 		$305K Buy
9,538
+653
+7% +$20.9K 0.09% 283
2013
Q3 		$284K Buy
8,885
+830
+10% +$26.7K 0.09% 281
2013
Q2 		$265K Buy
+8,055
New +$285K 0.09% 270

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

Laird Norton Wetherby Wealth Management's CAJ Position: Q1 2023 in Review

Laird Norton Wetherby Wealth Management sold out of Canon, Inc. (CAJ) in Q1 2023, closing a stake of 13,993 shares — an estimated $303K sold.

Laird Norton Wetherby Wealth Management first reported a position in CAJ in Q2 2013 and held it in 39 quarters. The position peaked at $917K in Q1 2018. 39 funds tracked by Wall St. Rank hold CAJ as of Q1 2023.

  • Laird Norton Wetherby Wealth Management reported no remaining Canon, Inc. position as of Q1 2023 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 13,993 Canon, Inc. shares in Q1 2023, an estimated $303K.
  • Laird Norton Wetherby Wealth Management first reported a position in Canon, Inc. in Q2 2013 and held it in 39 quarters.
  • Laird Norton Wetherby Wealth Management's Canon, Inc. position peaked at $917K in Q1 2018.
  • 39 funds tracked by Wall St. Rank held Canon, Inc. as of Q1 2023.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.