Baldwin Wealth Partners’s Churchill Downs CHDN Stock Holding History

Baldwin Wealth Partners’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 Q4	–	Sell	-422	Closed	-$57.1K	–	363
2024 Q3	$57.1K	Buy	422 +62	+17%	+$8.57K	﹤0.01%	523
2024 Q2	$50.3K	Hold	360	–	–	﹤0.01%	349
2024 Q1	$44.5K	Hold	360	–	–	﹤0.01%	383
2023 Q4	$48.6K	Hold	360	–	–	﹤0.01%	378
2023 Q3	$41.8K	Hold	360	–	–	﹤0.01%	423
2023 Q2	$50.1K	Hold	360	–	–	﹤0.01%	417
2023 Q1	$46.3K	Hold	360	–	–	﹤0.01%	429
2022 Q4	$38.1K	Hold	360	–	–	﹤0.01%	452
2022 Q3	$33K	Hold	360	–	–	﹤0.01%	381
2022 Q2	$34K	Hold	360	–	–	﹤0.01%	403
2022 Q1	$40K	Hold	360	–	–	﹤0.01%	402
2021 Q4	$43K	Hold	360	–	–	﹤0.01%	365
2021 Q3	$43K	Hold	360	–	–	﹤0.01%	367
2021 Q2	$36K	Hold	360	–	–	﹤0.01%	393
2021 Q1	$41K	Hold	360	–	–	﹤0.01%	363
2020 Q4	$35K	Buy	+360	New	+$32.7K	﹤0.01%	349

Other funds holding CHDN

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return