AIM
FUN icon

Anchor Investment Management’s Cedar Fair FUN Stock Holding History

Anchor Investment Management’s Portfolio FUN Stock Details FUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,440
Closed -$22.1K – 1079
2025
Q4 		$22.1K Hold
1,440
– – ﹤0.01% 714
2025
Q3 		$32.7K Hold
1,440
– – ﹤0.01% 659
2025
Q2 		$43.8K Hold
1,440
– – ﹤0.01% 600
2025
Q1 		$51.4K Hold
1,440
– – ﹤0.01% 567
2024
Q4 		$69.4K Buy
+1,440
New +$63.1K 0.01% 523

Other funds holding FUN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
DC
Dendur Capital New York $1.9B AUM 46.69% 1-Year Est. Return
HPM
H. Partners Management New York $191M AUM 5.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return

Anchor Investment Management's FUN Position: Q1 2026 in Review

Anchor Investment Management sold out of Cedar Fair (FUN) in Q1 2026, closing a stake of 1,440 shares — an estimated $22.1K sold.

Anchor Investment Management first reported a position in FUN in Q4 2024 and held it in 5 quarters. The position peaked at $69.4K in Q4 2024. 294 funds tracked by Wall St. Rank hold FUN as of Q1 2026.

  • Anchor Investment Management reported no remaining Cedar Fair position as of Q1 2026 after selling out during the quarter.
  • Anchor Investment Management sold 1,440 Cedar Fair shares in Q1 2026, an estimated $22.1K.
  • Anchor Investment Management first reported a position in Cedar Fair in Q4 2024 and held it in 5 quarters.
  • Anchor Investment Management's Cedar Fair position peaked at $69.4K in Q4 2024.
  • 294 funds tracked by Wall St. Rank held Cedar Fair as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.