SJS Investment Consulting’s Cedar Fair FUN Stock Holding History

SJS Investment Consulting’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 Q2	$7.56K	Buy	355 +155	+78%	+$3.17K	﹤0.01%	1199
2026 Q1	$3.55K	Hold	200	–	–	﹤0.01%	1134
2025 Q4	$3.07K	Hold	200	–	–	﹤0.01%	1043
2025 Q3	$4.54K	Hold	200	–	–	﹤0.01%	703
2025 Q2	$6.09K	Sell	200 -5	-2%	-$168	﹤0.01%	387
2025 Q1	$7.31K	Hold	205	–	–	﹤0.01%	392
2024 Q4	$9.88K	Sell	205 -1	-0.5%	-$44	﹤0.01%	353
2024 Q3	$8.3K	Buy	206 +6	+3%	+$274	﹤0.01%	398
2024 Q2	$10.9K	Hold	200	–	–	﹤0.01%	327
2024 Q1	$8.38K	Hold	200	–	–	﹤0.01%	378
2023 Q4	$7.96K	Hold	200	–	–	﹤0.01%	316
2023 Q3	$7.4K	Hold	200	–	–	﹤0.01%	317
2023 Q2	$7.99K	Hold	200	–	–	﹤0.01%	291
2023 Q1	$9.14K	Hold	200	–	–	﹤0.01%	302
2022 Q4	$8.27K	Hold	200	–	–	﹤0.01%	306
2022 Q3	$8K	Buy	+200	New	+$8.51K	﹤0.01%	301
2022 Q1	$11K	Hold	200	–	–	﹤0.01%	380
2021 Q4	$10K	Buy	+200	New	+$9.56K	﹤0.01%	372

Other funds holding FUN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Winton Group London, United Kingdom $3.09B AUM 40.4% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

KOCAA

Knights of Columbus Asset Advisors New Haven, Connecticut $2B AUM 42.86% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

SJS Investment Consulting's FUN Position: Q2 2026 in Review

SJS Investment Consulting increased its Cedar Fair (FUN) stake by 78% in Q2 2026, buying an estimated $3.17K and bringing the position to 355 shares worth $7.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1199.

SJS Investment Consulting first reported a position in FUN in Q4 2021 and has held it in 18 quarters since. The position peaked at $11K in Q1 2022. 124 funds tracked by Wall St. Rank hold FUN as of Q2 2026.

SJS Investment Consulting held 355 shares of Cedar Fair worth $7.56K as of Q2 2026.
SJS Investment Consulting bought 155 Cedar Fair shares in Q2 2026, an estimated $3.17K.
Cedar Fair made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #1199 holding.
SJS Investment Consulting first reported a position in Cedar Fair in Q4 2021 and has held it in 18 quarters since.
SJS Investment Consulting's Cedar Fair position peaked at $11K in Q1 2022.
124 funds tracked by Wall St. Rank held Cedar Fair as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.