MYIA
CAJ

Mount Yale Investment Advisors’s Canon, Inc. CAJ Stock Holding History

Mount Yale Investment 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
2023
Q1 		– Sell
-9,538
Closed -$207K – 539
2022
Q4 		$207K Sell
9,538
-10,552
-53% -$235K 0.02% 431
2022
Q3 		$438K Buy
20,090
+645
+3% +$15.2K 0.06% 285
2022
Q2 		$442K Sell
19,445
-13,354
-41% -$322K 0.06% 303
2022
Q1 		$797K Sell
32,799
-21,555
-40% -$517K 0.09% 233
2021
Q4 		$1.33M Buy
54,354
+3,526
+7% +$83K 0.14% 162
2021
Q3 		$1.24M Buy
50,828
+18,536
+57% +$442K 0.14% 162
2021
Q2 		$731K Buy
32,292
+2,350
+8% +$55.4K 0.09% 223
2021
Q1 		$682K Buy
29,942
+14,642
+96% +$318K 0.09% 223
2020
Q4 		$297K Buy
+15,300
New +$276K 0.04% 301
2019
Q4 		– Sell
-8,782
Closed -$244K – 340
2019
Q3 		$244K Buy
+8,782
New +$239K 0.04% 282
2018
Q4 		– Sell
-1,582
Closed -$45K – 839
2018
Q3 		$45K Buy
+1,582
New +$50.1K 0.01% 623
2018
Q2 		– Sell
-25,556
Closed -$932K – 1021
2018
Q1 		$932K Buy
+25,556
New +$967K 0.2% 110

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

Mount Yale Investment Advisors's CAJ Position: Q1 2023 in Review

Mount Yale Investment Advisors sold out of Canon, Inc. (CAJ) in Q1 2023, closing a stake of 9,538 shares — an estimated $207K sold.

Mount Yale Investment Advisors first reported a position in CAJ in Q1 2018 and held it in 12 quarters. The position peaked at $1.33M in Q4 2021. 39 funds tracked by Wall St. Rank hold CAJ as of Q1 2023.

  • Mount Yale Investment Advisors reported no remaining Canon, Inc. position as of Q1 2023 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 9,538 Canon, Inc. shares in Q1 2023, an estimated $207K.
  • Mount Yale Investment Advisors first reported a position in Canon, Inc. in Q1 2018 and held it in 12 quarters.
  • Mount Yale Investment Advisors's Canon, Inc. position peaked at $1.33M in Q4 2021.
  • 39 funds tracked by Wall St. Rank held Canon, Inc. as of Q1 2023.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2023, filed 11 May 2023.