BCWM
CHDN icon

Bartlett & Co Wealth Management’s Churchill Downs CHDN Stock Holding History

Bartlett & Co 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
2025
Q2 		– Sell
-400
Closed -$44.4K – 1260
2025
Q1 		$44.4K Hold
400
– – ﹤0.01% 670
2024
Q4 		$53.6K Hold
400
– – ﹤0.01% 636
2024
Q3 		$54.1K Hold
400
– – ﹤0.01% 642
2024
Q2 		$55.8K Hold
400
– – ﹤0.01% 641
2024
Q1 		$49.5K Hold
400
– – ﹤0.01% 667
2023
Q4 		$54.4K Hold
400
– – ﹤0.01% 688
2023
Q3 		$46.4K Hold
400
– – ﹤0.01% 677
2023
Q2 		$55.7K Buy
+400
New +$54.7K ﹤0.01% 651
2021
Q3 		– Sell
-6
Closed -$595 – 960
2021
Q2 		$595 Hold
6
– – ﹤0.01% 1010
2021
Q1 		$682 Hold
6
– – ﹤0.01% 1026
2020
Q4 		$586 Buy
+6
New +$545 ﹤0.01% 1127

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
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
HWCM
Hudson Way Capital Management Dallas, Texas $1.05B AUM 6.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return