Clearstead Advisors’s Churchill Downs CHDN Stock Holding History

Clearstead 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
2026 Q1	$6.83K	Sell	76 -21	-22%	-$2K	﹤0.01%	1683
2025 Q4	$11K	Sell	97 -16	-14%	-$1.66K	﹤0.01%	1861
2025 Q3	$11K	Sell	113 -24	-18%	-$2.47K	﹤0.01%	1901
2025 Q2	$13.8K	Buy	137 +61	+80%	+$5.97K	﹤0.01%	1770
2025 Q1	$8.44K	Sell	76 -46	-38%	-$5.5K	﹤0.01%	1651
2024 Q4	$16.3K	Sell	122 -234	-66%	-$32.4K	﹤0.01%	1451
2024 Q3	$48.1K	Buy	356 +256	+256%	+$35.4K	﹤0.01%	1216
2024 Q2	$14K	Buy	+100	New	+$13.1K	﹤0.01%	1466
2022 Q2	–	Sell	-120	Closed	-$13K	–	1300
2022 Q1	$13K	Buy	+120	New	+$13.2K	﹤0.01%	945
2021 Q4	–	Sell	-340	Closed	-$41K	–	1296
2021 Q3	$41K	Buy	+340	New	+$34.6K	﹤0.01%	644
2021 Q1	–	Sell	-40	Closed	-$4K	–	1126
2020 Q4	$4K	Buy	+40	New	+$3.63K	﹤0.01%	817

Other funds holding CHDN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Fidelity Investments

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

Geode Capital Management

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

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return