WFI
CAJ

West Family Investments’s Canon, Inc. CAJ Stock Holding History

West Family Investments’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
-14,113
Closed -$306K – 262
2022
Q4 		$306K Sell
14,113
-757
-5% -$16.9K 0.1% 158
2022
Q3 		$324K Sell
14,870
-3,588
-19% -$84.6K 0.13% 144
2022
Q2 		$419K Sell
18,458
-1,094
-6% -$26.4K 0.17% 110
2022
Q1 		$475K Buy
19,552
+10,550
+117% +$253K 0.14% 122
2021
Q4 		$220K Sell
9,002
-8,781
-49% -$207K 0.06% 279
2021
Q3 		$434K Sell
17,783
-9,428
-35% -$225K 0.11% 161
2021
Q2 		$616K Buy
+27,211
New +$641K 0.17% 102

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

West Family Investments's CAJ Position: Q1 2023 in Review

West Family Investments sold out of Canon, Inc. (CAJ) in Q1 2023, closing a stake of 14,113 shares — an estimated $306K sold.

West Family Investments first reported a position in CAJ in Q2 2021 and held it in 7 quarters. The position peaked at $616K in Q2 2021. 39 funds tracked by Wall St. Rank hold CAJ as of Q1 2023.

  • West Family Investments reported no remaining Canon, Inc. position as of Q1 2023 after selling out during the quarter.
  • West Family Investments sold 14,113 Canon, Inc. shares in Q1 2023, an estimated $306K.
  • West Family Investments first reported a position in Canon, Inc. in Q2 2021 and held it in 7 quarters.
  • West Family Investments's Canon, Inc. position peaked at $616K in Q2 2021.
  • 39 funds tracked by Wall St. Rank held Canon, Inc. as of Q1 2023.

Based on West Family Investments's 13F filing for Q1 2023, filed 3 May 2023.