Laurie J. Hall Trustee’s Cedar Fair FUN Stock Holding History

Laurie J. Hall Trustee’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 Q1	–	Sell	-1,400	Closed	-$67K	–	160
2024 Q4	$67K	Hold	1,400	–	–	0.02%	172
2024 Q3	$56K	Hold	1,400	–	–	0.02%	185
2024 Q2	$76K	Hold	1,400	–	–	0.03%	157
2024 Q1	$59K	Hold	1,400	–	–	0.02%	168
2023 Q4	$56K	Hold	1,400	–	–	0.02%	170
2023 Q3	$52K	Hold	1,400	–	–	0.02%	166
2023 Q2	$56K	Hold	1,400	–	–	0.02%	168
2023 Q1	$64K	Hold	1,400	–	–	0.03%	160
2022 Q4	$58K	Hold	1,400	–	–	0.03%	158
2022 Q3	$58K	Hold	1,400	–	–	0.03%	154
2022 Q2	$61K	Hold	1,400	–	–	0.03%	161
2022 Q1	$77K	Hold	1,400	–	–	0.03%	157
2021 Q4	$70K	Hold	1,400	–	–	0.02%	169
2021 Q3	$65K	Hold	1,400	–	–	0.03%	176
2021 Q2	$63K	Hold	1,400	–	–	0.02%	181
2021 Q1	$70K	Hold	1,400	–	–	0.03%	176
2020 Q4	$55K	Hold	1,400	–	–	0.02%	190
2020 Q3	$39K	Buy	+1,400	New	+$38.8K	0.02%	190
2019 Q4	$78K	Hold	1,400	–	–	0.04%	157
2019 Q3	$82K	Hold	1,400	–	–	0.04%	150
2019 Q2	$67K	Hold	1,400	–	–	0.03%	162
2019 Q1	$74K	Hold	1,400	–	–	0.04%	157
2018 Q4	$74K	Hold	1,400	–	–	0.04%	156
2018 Q3	$73K	Hold	1,400	–	–	0.04%	167
2018 Q2	$88K	Hold	1,400	–	–	0.05%	161
2018 Q1	$89K	Hold	1,400	–	–	0.05%	149
2017 Q4	$91K	Buy	+1,400	New	+$91.7K	0.05%	158

Other funds holding FUN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

HPM

H. Partners Management New York $154M AUM 19.94% 1-Year Est. Return

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

5NCM

59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dendur Capital New York $1.36B AUM 38.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Laurie J. Hall Trustee's FUN Position: Q1 2025 in Review

Laurie J. Hall Trustee sold out of Cedar Fair (FUN) in Q1 2025, closing a stake of 1,400 shares — an estimated $67K sold.

Laurie J. Hall Trustee first reported a position in FUN in Q4 2017 and held it in 27 quarters. The position peaked at $91K in Q4 2017. 330 funds tracked by Wall St. Rank hold FUN as of Q1 2025.

Laurie J. Hall Trustee reported no remaining Cedar Fair position as of Q1 2025 after selling out during the quarter.
Laurie J. Hall Trustee sold 1,400 Cedar Fair shares in Q1 2025, an estimated $67K.
Laurie J. Hall Trustee first reported a position in Cedar Fair in Q4 2017 and held it in 27 quarters.
Laurie J. Hall Trustee's Cedar Fair position peaked at $91K in Q4 2017.
330 funds tracked by Wall St. Rank held Cedar Fair as of Q1 2025.

Based on Laurie J. Hall Trustee's 13F filing for Q1 2025, filed 15 May 2025.