RIL
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Rothschild Investment LLC’s Cedar Fair FUN Stock Holding History

Rothschild Investment LLC’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
2026
Q1 		$1.81K Sell
102
-20
-16% -$338 ﹤0.01% 2602
2025
Q4 		$1.87K Buy
122
+120
+6,000% +$2.17K ﹤0.01% 2416
2025
Q3 		$45 Sell
2
-68
-97% -$1.81K ﹤0.01% 3092
2025
Q2 		$2.13K Sell
70
-16
-19% -$536 ﹤0.01% 2033
2025
Q1 		$3.07K Sell
86
-9
-9% -$383 ﹤0.01% 1661
2024
Q4 		$4.58K Buy
95
+57
+150% +$2.5K ﹤0.01% 1378
2024
Q3 		$1.53K Buy
+38
New +$1.74K ﹤0.01% 1876

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DPCM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return