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Berman Capital Advisors’s Churchill Downs CHDN Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$16K Buy
140
+22
+19% +$2.24K ﹤0.01% 1048
2021
Q2 		$11K Buy
118
+12
+11% +$1.23K ﹤0.01% 1107
2021
Q1 		$12K Sell
106
-14
-12% -$1.54K ﹤0.01% 954
2020
Q4 		$11K Sell
120
-62
-34% -$5.63K ﹤0.01% 871
2020
Q3 		$14K Buy
182
+68
+60% +$5.27K ﹤0.01% 683
2020
Q2 		$7K Buy
114
+56
+97% +$3.19K ﹤0.01% 868
2020
Q1 		$2K Buy
58
+22
+61% +$1.42K ﹤0.01% 1108
2019
Q4 		$2K Hold
36
– – ﹤0.01% 1179
2019
Q3 		$2K Hold
36
– – ﹤0.01% 1158
2019
Q2 		$2K Hold
36
– – ﹤0.01% 1167
2019
Q1 		$1K Hold
36
– – ﹤0.01% 1186
2018
Q4 		$1K Buy
+36
New +$1.59K ﹤0.01% 959

Other funds holding CHDN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
NC
Nitorum Capital New York $114M AUM 17.21% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Berman Capital Advisors's CHDN Position: Q3 2021 in Review

Berman Capital Advisors increased its Churchill Downs (CHDN) stake by 19% in Q3 2021, buying an estimated $2.24K and bringing the position to 140 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

Berman Capital Advisors first reported a position in CHDN in Q4 2018 and has held it in 12 quarters since. 319 funds tracked by Wall St. Rank hold CHDN as of Q3 2021.

  • Berman Capital Advisors held 140 shares of Churchill Downs worth $16K as of Q3 2021.
  • Berman Capital Advisors bought 22 Churchill Downs shares in Q3 2021, an estimated $2.24K.
  • Churchill Downs made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1048 holding.
  • Berman Capital Advisors first reported a position in Churchill Downs in Q4 2018 and has held it in 12 quarters since.
  • 319 funds tracked by Wall St. Rank held Churchill Downs as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.