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AE Wealth Management’s Churchill Downs CHDN Stock Holding History

AE Wealth Management’s Portfolio CHDN Stock Details CHDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,045
Closed -$286K – 1247
2024
Q2 		$286K Buy
+2,045
New +$269K ﹤0.01% 1048
2024
Q1 		– Sell
-3,743
Closed -$453K – 1287
2023
Q4 		$453K Sell
3,743
-402
-10% -$47.7K ﹤0.01% 1497
2023
Q3 		$481K Sell
4,145
-177
-4% -$21.9K ﹤0.01% 1405
2023
Q2 		$601K Buy
4,322
+1,252
+41% +$171K ﹤0.01% 1288
2023
Q1 		$395K Buy
3,070
+1,034
+51% +$125K ﹤0.01% 1444
2022
Q4 		$215K Sell
2,036
-1,090
-35% -$115K ﹤0.01% 1638
2022
Q3 		$288K Sell
3,126
-276
-8% -$28.1K ﹤0.01% 1486
2022
Q2 		$326K Buy
3,402
+178
+6% +$17.7K ﹤0.01% 1405
2022
Q1 		$358K Buy
3,224
+252
+8% +$27.7K ﹤0.01% 1354
2021
Q4 		$358K Buy
2,972
+190
+7% +$22.6K ﹤0.01% 1385
2021
Q3 		$334K Buy
2,782
+226
+9% +$23K ﹤0.01% 1323
2021
Q2 		$253K Sell
2,556
-2
-0.1% -$205 ﹤0.01% 1412
2021
Q1 		$291K Buy
2,558
+304
+13% +$33.5K ﹤0.01% 1261
2020
Q4 		$220K Buy
+2,254
New +$205K ﹤0.01% 1249

Other funds holding CHDN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AE Wealth Management's CHDN Position: Q3 2024 in Review

AE Wealth Management sold out of Churchill Downs (CHDN) in Q3 2024, closing a stake of 2,045 shares — an estimated $286K sold.

AE Wealth Management first reported a position in CHDN in Q4 2020 and held it in 14 quarters. The position peaked at $601K in Q2 2023. 450 funds tracked by Wall St. Rank hold CHDN as of Q3 2024.

  • AE Wealth Management reported no remaining Churchill Downs position as of Q3 2024 after selling out during the quarter.
  • AE Wealth Management sold 2,045 Churchill Downs shares in Q3 2024, an estimated $286K.
  • AE Wealth Management first reported a position in Churchill Downs in Q4 2020 and held it in 14 quarters.
  • AE Wealth Management's Churchill Downs position peaked at $601K in Q2 2023.
  • 450 funds tracked by Wall St. Rank held Churchill Downs as of Q3 2024.

Based on AE Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.