Zacks Investment Management’s Cedar Fair FUN Stock Holding History

Zacks Investment Management’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	-4,500	Closed	-$217K	–	693
2024 Q4	$217K	Buy	+4,500	New	+$197K	﹤0.01%	613
2024 Q3	–	Sell	-4,500	Closed	-$245K	–	715
2024 Q2	$245K	Buy	+4,500	New	+$194K	﹤0.01%	544
2023 Q2	–	Sell	-4,500	Closed	-$206K	–	675
2023 Q1	$206K	Buy	+4,500	New	+$198K	﹤0.01%	586
2022 Q2	–	Sell	-4,500	Closed	-$247K	–	595
2022 Q1	$247K	Hold	4,500	–	–	﹤0.01%	543
2021 Q4	$225K	Hold	4,500	–	–	﹤0.01%	575
2021 Q3	$209K	Hold	4,500	–	–	﹤0.01%	574
2021 Q2	$202K	Buy	+4,500	New	+$213K	﹤0.01%	561

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

Zacks Investment Management's FUN Position: Q1 2025 in Review

Zacks Investment Management sold out of Cedar Fair (FUN) in Q1 2025, closing a stake of 4,500 shares — an estimated $217K sold.

Zacks Investment Management first reported a position in FUN in Q2 2021 and held it in 7 quarters. The position peaked at $247K in Q1 2022. 330 funds tracked by Wall St. Rank hold FUN as of Q1 2025.

Zacks Investment Management reported no remaining Cedar Fair position as of Q1 2025 after selling out during the quarter.
Zacks Investment Management sold 4,500 Cedar Fair shares in Q1 2025, an estimated $217K.
Zacks Investment Management first reported a position in Cedar Fair in Q2 2021 and held it in 7 quarters.
Zacks Investment Management's Cedar Fair position peaked at $247K in Q1 2022.
330 funds tracked by Wall St. Rank held Cedar Fair as of Q1 2025.

Based on Zacks Investment Management's 13F filing for Q1 2025, filed 14 May 2025.