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Congress Wealth Management’s Churchill Downs CHDN Stock Holding History

Congress 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
-5,783
Closed -$642K – 1183
2025
Q1 		$642K Sell
5,783
-569
-9% -$68K 0.01% 747
2024
Q4 		$848K Sell
6,352
-87
-1% -$12.1K 0.01% 545
2024
Q3 		$871K Sell
6,439
-27
-0.4% -$3.73K 0.01% 537
2024
Q2 		$903K Buy
6,466
+27
+0.4% +$3.55K 0.01% 445
2024
Q1 		$797K Sell
6,439
-14,979
-70% -$1.81M 0.01% 394
2023
Q4 		$2.89M Sell
21,418
-974
-4% -$116K 0.05% 279
2023
Q3 		$2.6M Sell
22,392
-2,208
-9% -$273K 0.05% 274
2023
Q2 		$3.42M Sell
24,600
-2,940
-11% -$402K 0.08% 225
2023
Q1 		$3.54M Sell
27,540
-4,084
-13% -$493K 0.09% 218
2022
Q4 		$3.34M Sell
31,624
-5,422
-15% -$571K 0.09% 215
2022
Q3 		$3.41M Sell
37,046
-16,530
-31% -$1.69M 0.09% 217
2022
Q2 		$5.13M Sell
53,576
-8,522
-14% -$847K 0.13% 181
2022
Q1 		$6.89M Sell
62,098
-452
-0.7% -$49.7K 0.15% 177
2021
Q4 		$7.53M Buy
+62,550
New +$7.42M 0.15% 182

Other funds holding CHDN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $17.5B AUM 29.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
HWCM
Hudson Way Capital Management Dallas, Texas $1.12B AUM 10.35% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Congress Wealth Management's CHDN Position: Q2 2025 in Review

Congress Wealth Management sold out of Churchill Downs (CHDN) in Q2 2025, closing a stake of 5,783 shares — an estimated $642K sold.

Congress Wealth Management first reported a position in CHDN in Q4 2021 and held it in 14 quarters. The position peaked at $7.53M in Q4 2021. 425 funds tracked by Wall St. Rank hold CHDN as of Q2 2025.

  • Congress Wealth Management reported no remaining Churchill Downs position as of Q2 2025 after selling out during the quarter.
  • Congress Wealth Management sold 5,783 Churchill Downs shares in Q2 2025, an estimated $642K.
  • Congress Wealth Management first reported a position in Churchill Downs in Q4 2021 and held it in 14 quarters.
  • Congress Wealth Management's Churchill Downs position peaked at $7.53M in Q4 2021.
  • 425 funds tracked by Wall St. Rank held Churchill Downs as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.