Mackenzie Financial
FUN icon

Mackenzie Financial’s Cedar Fair FUN Stock Holding History

Mackenzie Financial’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
Q2 		– Sell
-5,791
Closed -$207K – 1749
2025
Q1 		$207K Hold
5,791
– – ﹤0.01% 1511
2024
Q4 		$279K Hold
5,791
– – ﹤0.01% 1414
2024
Q3 		$233K Buy
+5,791
New +$265K ﹤0.01% 1306

Other funds holding FUN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.27B AUM 18.22% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
HPM
H. Partners Management New York $191M AUM 5.95% 1-Year Est. Return
DC
Dendur Capital New York $1.9B AUM 46.69% 1-Year Est. Return
RIM
Rush Island Management New York $1.51B AUM 8.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

Mackenzie Financial's FUN Position: Q2 2025 in Review

Mackenzie Financial sold out of Cedar Fair (FUN) in Q2 2025, closing a stake of 5,791 shares — an estimated $207K sold.

Mackenzie Financial first reported a position in FUN in Q3 2024 and held it in 3 quarters. The position peaked at $279K in Q4 2024. 330 funds tracked by Wall St. Rank hold FUN as of Q2 2025.

  • Mackenzie Financial reported no remaining Cedar Fair position as of Q2 2025 after selling out during the quarter.
  • Mackenzie Financial sold 5,791 Cedar Fair shares in Q2 2025, an estimated $207K.
  • Mackenzie Financial first reported a position in Cedar Fair in Q3 2024 and held it in 3 quarters.
  • Mackenzie Financial's Cedar Fair position peaked at $279K in Q4 2024.
  • 330 funds tracked by Wall St. Rank held Cedar Fair as of Q2 2025.

Based on Mackenzie Financial's 13F filing for Q2 2025, filed 13 Aug 2025.