HIIFS
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Harel Insurance Investments & Financial Services’s Cedar Fair FUN Stock Holding History

Harel Insurance Investments & Financial Services’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
2020
Q1 		– Sell
-2,202
Closed -$122K – 471
2019
Q4 		$122K Buy
2,202
+1,608
+271% +$90.5K 0.01% 263
2019
Q3 		$35K Buy
+594
New +$31.3K ﹤0.01% 334

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Morgan Stanley
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BAM
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AC
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Citigroup
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CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Harel Insurance Investments & Financial Services's FUN Position: Q1 2020 in Review

Harel Insurance Investments & Financial Services sold out of Cedar Fair (FUN) in Q1 2020, closing a stake of 2,202 shares — an estimated $122K sold.

Harel Insurance Investments & Financial Services first reported a position in FUN in Q3 2019 and held it in 2 quarters. The position peaked at $122K in Q4 2019. 173 funds tracked by Wall St. Rank hold FUN as of Q1 2020.

  • Harel Insurance Investments & Financial Services reported no remaining Cedar Fair position as of Q1 2020 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 2,202 Cedar Fair shares in Q1 2020, an estimated $122K.
  • Harel Insurance Investments & Financial Services first reported a position in Cedar Fair in Q3 2019 and held it in 2 quarters.
  • Harel Insurance Investments & Financial Services's Cedar Fair position peaked at $122K in Q4 2019.
  • 173 funds tracked by Wall St. Rank held Cedar Fair as of Q1 2020.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2020, filed 28 Apr 2020.