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GHP Investment Advisors’s Cedar Fair FUN Stock Holding History

GHP Investment Advisors’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
2025
Q3 		– Sell
-40
Closed -$1.22K – 956
2025
Q2 		$1.22K Hold
40
– – ﹤0.01% 877
2025
Q1 		$1.43K Hold
40
– – ﹤0.01% 863
2024
Q4 		$1.93K Hold
40
– – ﹤0.01% 891
2024
Q3 		$1.61K Hold
40
– – ﹤0.01% 886
2024
Q2 		$2.17K Hold
40
– – ﹤0.01% 852
2024
Q1 		$1.68K Hold
40
– – ﹤0.01% 762
2023
Q4 		$1.59K Hold
40
– – ﹤0.01% 771
2023
Q3 		$1.39K Hold
40
– – ﹤0.01% 865
2023
Q2 		$1.57K Hold
40
– – ﹤0.01% 845
2023
Q1 		$1.83K Hold
40
– – ﹤0.01% 830
2022
Q4 		$1.65K Buy
+40
New +$1.61K ﹤0.01% 847

Other funds holding FUN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
DC
Dendur Capital New York $1.36B AUM 38.43% 1-Year Est. Return
HPM
H. Partners Management New York $154M AUM 19.94% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

GHP Investment Advisors's FUN Position: Q3 2025 in Review

GHP Investment Advisors sold out of Cedar Fair (FUN) in Q3 2025, closing a stake of 40 shares — an estimated $1.22K sold.

GHP Investment Advisors first reported a position in FUN in Q4 2022 and held it in 11 quarters. The position peaked at $2.17K in Q2 2024. 306 funds tracked by Wall St. Rank hold FUN as of Q3 2025.

  • GHP Investment Advisors reported no remaining Cedar Fair position as of Q3 2025 after selling out during the quarter.
  • GHP Investment Advisors sold 40 Cedar Fair shares in Q3 2025, an estimated $1.22K.
  • GHP Investment Advisors first reported a position in Cedar Fair in Q4 2022 and held it in 11 quarters.
  • GHP Investment Advisors's Cedar Fair position peaked at $2.17K in Q2 2024.
  • 306 funds tracked by Wall St. Rank held Cedar Fair as of Q3 2025.

Based on GHP Investment Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.