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 $46.4B AUM 27.74% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
RB
Rodgers Brothers Harmony, Pennsylvania $866M AUM 30.05% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.52B AUM 27.87% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
BWAM
Boyd Watterson Asset Management Cleveland, Ohio $326M AUM 28.17% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $869M AUM 23.62% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $2.93B AUM 26.08% 1-Year Est. Return
FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return