LWM
CAJ

Lenox Wealth Management’s Canon, Inc. CAJ Stock Holding History

Lenox 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
2020
Q1 		– Sell
-53
Closed -$1K – 782
2019
Q4 		$1K Hold
53
– – ﹤0.01% 688
2019
Q3 		$1K Sell
53
-6
-10% -$164 ﹤0.01% 678
2019
Q2 		$1K Buy
59
+5
+9% +$143 ﹤0.01% 659
2019
Q1 		$2K Hold
54
– – ﹤0.01% 622
2018
Q4 		$1K Sell
54
-290
-84% -$8.41K ﹤0.01% 620
2018
Q3 		$11K Buy
344
+296
+617% +$9.38K ﹤0.01% 406
2018
Q2 		$2K Sell
48
-10
-17% -$346 ﹤0.01% 512
2018
Q1 		$2K Buy
+58
New +$2.19K ﹤0.01% 443

Other funds holding CAJ

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Lenox Wealth Management's CAJ Position: Q1 2020 in Review

Lenox Wealth Management sold out of Canon, Inc. (CAJ) in Q1 2020, closing a stake of 53 shares — an estimated $1K sold.

Lenox Wealth Management first reported a position in CAJ in Q1 2018 and held it in 8 quarters. The position peaked at $11K in Q3 2018. 121 funds tracked by Wall St. Rank hold CAJ as of Q1 2020.

  • Lenox Wealth Management reported no remaining Canon, Inc. position as of Q1 2020 after selling out during the quarter.
  • Lenox Wealth Management sold 53 Canon, Inc. shares in Q1 2020, an estimated $1K.
  • Lenox Wealth Management first reported a position in Canon, Inc. in Q1 2018 and held it in 8 quarters.
  • Lenox Wealth Management's Canon, Inc. position peaked at $11K in Q3 2018.
  • 121 funds tracked by Wall St. Rank held Canon, Inc. as of Q1 2020.

Based on Lenox Wealth Management's 13F filing for Q1 2020, filed 20 Apr 2020.