Steward Partners Investment Advisory’s Canon, Inc. CAJ Stock Holding History

Steward Partners Investment Advisory’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 Q2	–	Sell	-103	Closed	-$2.29K	–	3425
2023 Q1	$2.29K	Hold	103	–	–	﹤0.01%	2990
2022 Q4	$2.23K	Hold	103	–	–	﹤0.01%	2995
2022 Q3	$2K	Hold	103	–	–	﹤0.01%	3086
2022 Q2	$2K	Hold	103	–	–	﹤0.01%	3069
2022 Q1	$3K	Hold	103	–	–	﹤0.01%	3057
2021 Q4	$3K	Hold	103	–	–	﹤0.01%	2993
2021 Q3	$3K	Hold	103	–	–	﹤0.01%	2959
2021 Q2	$2K	Hold	103	–	–	﹤0.01%	6914
2021 Q1	$2.35K	Hold	103	–	–	﹤0.01%	3200
2020 Q4	$2K	Sell	103 -120	-54%	-$2.17K	﹤0.01%	2754
2020 Q3	$4K	Hold	223	–	–	﹤0.01%	2460
2020 Q2	$4K	Hold	223	–	–	﹤0.01%	2355
2020 Q1	$4K	Hold	223	–	–	﹤0.01%	2179
2019 Q4	$6K	Hold	223	–	–	﹤0.01%	2209
2019 Q3	$5K	Hold	223	–	–	﹤0.01%	2270
2019 Q2	$6K	Buy	+223	New	+$6.38K	﹤0.01%	2187
2018 Q4	–	Sell	-698	Closed	-$22K	–	2339
2018 Q3	$22K	Buy	698 +31	+5%	+$982	﹤0.01%	1525
2018 Q2	$22K	Buy	667 +444	+199%	+$15.3K	﹤0.01%	1443
2018 Q1	$8K	Hold	223	–	–	﹤0.01%	1664
2017 Q4	$8K	Buy	223 +120	+117%	+$4.49K	﹤0.01%	1417
2017 Q3	$3K	Hold	103	–	–	﹤0.01%	1443
2017 Q2	$3K	Hold	103	–	–	﹤0.01%	1372
2017 Q1	$3K	Buy	+103	New	+$3.05K	﹤0.01%	1268

Other funds holding CAJ

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return

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 $875M AUM

Pinnacle Bancorp Beatrice, Nebraska $384M AUM 21.52% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

BWAM

Boyd Watterson Asset Management Cleveland, Ohio $371M AUM 33.49% 1-Year Est. Return

Steward Partners Investment Advisory's CAJ Position: Q2 2023 in Review

Steward Partners Investment Advisory sold out of Canon, Inc. (CAJ) in Q2 2023, closing a stake of 103 shares — an estimated $2.29K sold.

Steward Partners Investment Advisory first reported a position in CAJ in Q1 2017 and held it in 23 quarters. The position peaked at $22K in Q3 2018. 16 funds tracked by Wall St. Rank hold CAJ as of Q2 2023.

Steward Partners Investment Advisory reported no remaining Canon, Inc. position as of Q2 2023 after selling out during the quarter.
Steward Partners Investment Advisory sold 103 Canon, Inc. shares in Q2 2023, an estimated $2.29K.
Steward Partners Investment Advisory first reported a position in Canon, Inc. in Q1 2017 and held it in 23 quarters.
Steward Partners Investment Advisory's Canon, Inc. position peaked at $22K in Q3 2018.
16 funds tracked by Wall St. Rank held Canon, Inc. as of Q2 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2023, filed 14 Aug 2023.