MIFH
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Migdal Insurance & Financial Holdings’s Cedar Fair FUN Stock Holding History

Migdal Insurance & Financial Holdings’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
2021
Q2 		– Sell
-1,760
Closed -$87K – 618
2021
Q1 		$87K Buy
1,760
+398
+29% +$18.1K ﹤0.01% 479
2020
Q4 		$54K Sell
1,362
-17,024
-93% -$566K ﹤0.01% 514
2020
Q3 		$516K Buy
+18,386
New +$510K 0.01% 361
2017
Q3 		– Sell
-2,682
Closed -$192K – 559
2017
Q2 		$192K Sell
2,682
-4,492
-63% -$316K ﹤0.01% 289
2017
Q1 		$487K Buy
+7,174
New +$471K 0.01% 239

Other funds holding FUN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Migdal Insurance & Financial Holdings's FUN Position: Q2 2021 in Review

Migdal Insurance & Financial Holdings sold out of Cedar Fair (FUN) in Q2 2021, closing a stake of 1,760 shares — an estimated $87K sold.

Migdal Insurance & Financial Holdings first reported a position in FUN in Q1 2017 and held it in 5 quarters. The position peaked at $516K in Q3 2020. 177 funds tracked by Wall St. Rank hold FUN as of Q2 2021.

  • Migdal Insurance & Financial Holdings reported no remaining Cedar Fair position as of Q2 2021 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 1,760 Cedar Fair shares in Q2 2021, an estimated $87K.
  • Migdal Insurance & Financial Holdings first reported a position in Cedar Fair in Q1 2017 and held it in 5 quarters.
  • Migdal Insurance & Financial Holdings's Cedar Fair position peaked at $516K in Q3 2020.
  • 177 funds tracked by Wall St. Rank held Cedar Fair as of Q2 2021.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2021, filed 4 Aug 2021.