OA
CAJ

Operose Advisors’s Canon, Inc. CAJ Stock Holding History

Operose 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
2024
Q2 		– Sell
-1,496
Closed -$44.5K – 616
2024
Q1 		$44.5K Hold
1,496
– – 0.02% 259
2023
Q4 		$38.3K Hold
1,496
– – 0.02% 248
2023
Q3 		$35.9K Buy
+1,496
New +$35.9K 0.01% 367

Other funds holding CAJ

LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
RB
Rodgers Brothers Harmony, Pennsylvania $1.03B AUM 54.39% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $914M AUM
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
BWAM
Boyd Watterson Asset Management Cleveland, Ohio $371M AUM 33.49% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return

Operose Advisors's CAJ Position: Q2 2024 in Review

Operose Advisors sold out of Canon, Inc. (CAJ) in Q2 2024, closing a stake of 1,496 shares — an estimated $44.5K sold.

Operose Advisors first reported a position in CAJ in Q3 2023 and held it in 3 quarters. The position peaked at $44.5K in Q1 2024. 13 funds tracked by Wall St. Rank hold CAJ as of Q2 2024.

  • Operose Advisors reported no remaining Canon, Inc. position as of Q2 2024 after selling out during the quarter.
  • Operose Advisors sold 1,496 Canon, Inc. shares in Q2 2024, an estimated $44.5K.
  • Operose Advisors first reported a position in Canon, Inc. in Q3 2023 and held it in 3 quarters.
  • Operose Advisors's Canon, Inc. position peaked at $44.5K in Q1 2024.
  • 13 funds tracked by Wall St. Rank held Canon, Inc. as of Q2 2024.

Based on Operose Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.