Creative Planning »

Cedar Fair shares owned by Creative Planning

Quarter-by-quarter ownership of Cedar Fair (FUN) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Cedar Fair

Tip: Access up to 7 years of quarterly data

All positions including Cedar Fair held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Cedar Fair by Creative Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $329k 8.3k 39.80
2023-09-30 $335k 9.1k 37.00
2023-06-30 $362k 9.1k 39.97
2023-03-31 $415k 9.1k 45.69
2022-12-31 $374k 9.1k 41.34
2022-09-30 $394k 9.6k 41.12
2022-06-30 $343k 7.8k 43.88
2022-03-31 $593k 11k 54.82
2021-12-31 $587k 12k 50.06
2021-09-30 $456k 9.8k 46.41
2021-06-30 $409k 9.1k 44.86
2021-03-31 $485k 9.8k 49.65
2020-12-31 $404k 10k 39.35
2020-09-30 $251k 9.0k 28.03
2019-12-31 $312k 5.6k 55.53
2019-09-30 $385k 6.6k 58.43
2019-06-30 $311k 6.5k 47.69
2019-03-31 $314k 6.0k 52.66
2018-12-31 $325k 6.9k 47.32
2018-09-30 $293k 5.6k 52.07
2018-06-30 $341k 5.4k 63.03
2018-03-31 $440k 6.9k 63.85
2017-12-31 $935k 14k 65.00
2017-09-30 $884k 14k 64.12
2017-06-30 $1.0M 14k 72.07
2017-03-31 $1.0M 15k 67.80
2016-12-31 $950k 15k 64.21
2016-09-30 $475k 8.3k 57.32
2016-06-30 $369k 6.4k 57.80
2016-03-31 $351k 5.9k 59.42
2015-12-31 $837k 15k 55.85
2015-09-30 $541k 10k 52.59
2015-03-31 $473k 8.2k 57.35
2014-12-31 $488k 10k 47.85
2014-09-30 $536k 11k 47.26
2014-06-30 $686k 13k 52.91
2014-03-31 $587k 12k 50.90
2013-12-31 $543k 11k 49.58
2013-09-30 $411k 9.4k 43.58
2013-06-30 $377k 9.1k 41.40
2012-12-31 $305k 9.1k 33.49
2012-09-30 $64k 1.9k 33.23
2012-06-30 $70k 2.3k 29.91
2011-12-31 $296 12 24.72