UCFA
CAJ

United Capital Financial Advisors’s Canon, Inc. CAJ Stock Holding History

United Capital Financial 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
2020
Q3 		– Sell
-476,206
Closed -$9.51M – 1241
2020
Q2 		$9.51M Buy
476,206
+17,003
+4% +$352K 0.07% 261
2020
Q1 		$9.94M Buy
459,203
+7,702
+2% +$194K 0.08% 235
2019
Q4 		$12.3M Buy
451,501
+33,009
+8% +$906K 0.08% 272
2019
Q3 		$11.2M Buy
418,492
+11,957
+3% +$326K 0.08% 277
2019
Q2 		$11.9M Buy
406,535
+18,340
+5% +$525K 0.08% 268
2019
Q1 		$11.3M Buy
388,195
+23,368
+6% +$669K 0.08% 274
2018
Q4 		$10.1M Sell
364,827
-14,169
-4% -$411K 0.08% 253
2018
Q3 		$12M Buy
378,996
+5,401
+1% +$171K 0.08% 258
2018
Q2 		$12.2M Sell
373,595
-2,620
-0.7% -$90.6K 0.09% 257
2018
Q1 		$13.7M Buy
376,215
+4,563
+1% +$173K 0.1% 221
2017
Q4 		$13.9M Buy
371,652
+3,429
+0.9% +$128K 0.11% 221
2017
Q3 		$12.6M Buy
368,223
+6,854
+2% +$236K 0.11% 231
2017
Q2 		$12.3M Buy
361,369
+7,895
+2% +$265K 0.11% 221
2017
Q1 		$11.1M Buy
353,474
+8,128
+2% +$241K 0.1% 237
2016
Q4 		$9.72M Buy
345,346
+4,817
+1% +$139K 0.09% 263
2016
Q3 		$9.89M Buy
340,529
+8,079
+2% +$231K 0.1% 257
2016
Q2 		$9.64M Buy
332,450
+6,166
+2% +$178K 0.1% 245
2016
Q1 		$9.73M Sell
326,284
-16,845
-5% -$484K 0.11% 208
2015
Q4 		$10.3M Buy
343,129
+3,561
+1% +$108K 0.12% 191
2015
Q3 		$9.84M Buy
339,568
+17,502
+5% +$546K 0.12% 194
2015
Q2 		$10.4M Sell
322,066
-8,973
-3% -$318K 0.12% 205
2015
Q1 		$11.8M Buy
+331,039
New +$10.8M 0.14% 178
2013
Q4 		– Sell
-15,283
Closed -$489K – 782
2013
Q3 		$489K Buy
+15,283
New +$491K 0.02% 443

Other funds holding CAJ

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BRA
Biechele Royce Advisors Fishers, Indiana $303M AUM 20.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

United Capital Financial Advisors's CAJ Position: Q3 2020 in Review

United Capital Financial Advisors sold out of Canon, Inc. (CAJ) in Q3 2020, closing a stake of 476,206 shares — an estimated $9.51M sold.

United Capital Financial Advisors first reported a position in CAJ in Q3 2013 and held it in 23 quarters. The position peaked at $13.9M in Q4 2017. 113 funds tracked by Wall St. Rank hold CAJ as of Q3 2020.

  • United Capital Financial Advisors reported no remaining Canon, Inc. position as of Q3 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 476,206 Canon, Inc. shares in Q3 2020, an estimated $9.51M.
  • United Capital Financial Advisors first reported a position in Canon, Inc. in Q3 2013 and held it in 23 quarters.
  • United Capital Financial Advisors's Canon, Inc. position peaked at $13.9M in Q4 2017.
  • 113 funds tracked by Wall St. Rank held Canon, Inc. as of Q3 2020.

Based on United Capital Financial Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.