Ellevest Inc’s Churchill Downs CHDN Stock Holding History

Ellevest Inc’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
2023 Q2	–	Sell	-362	Closed	-$46.5K	–	584
2023 Q1	$46.5K	Sell	362 -28	-7%	-$3.38K	﹤0.01%	622
2022 Q4	$41.3K	Hold	390	–	–	﹤0.01%	660
2022 Q3	$36K	Sell	390 -48	-11%	-$4.89K	﹤0.01%	669
2022 Q2	$42K	Sell	438 -136	-24%	-$13.5K	﹤0.01%	602
2022 Q1	$64K	Buy	574 +162	+39%	+$17.8K	0.01%	479
2021 Q4	$50K	Buy	412 +6	+1%	+$712	﹤0.01%	508
2021 Q3	$49K	Sell	406 -248	-38%	-$25.2K	﹤0.01%	485
2021 Q2	$65K	Buy	654 +28	+4%	+$2.88K	0.01%	435
2021 Q1	$71K	Sell	626 -574	-48%	-$63.2K	0.01%	397
2020 Q4	$117K	Hold	1,200	–	–	0.02%	272
2020 Q3	$98K	Hold	1,200	–	–	0.02%	266
2020 Q2	$80K	Hold	1,200	–	–	0.02%	259
2020 Q1	$62K	Hold	1,200	–	–	0.02%	197
2019 Q4	$82K	Hold	1,200	–	–	0.02%	122
2019 Q3	$74K	Hold	1,200	–	–	0.03%	99
2019 Q2	$69K	Hold	1,200	–	–	0.03%	96
2019 Q1	$54K	Hold	1,200	–	–	0.03%	88
2018 Q4	$49K	Buy	+1,200	New	+$52.9K	0.02%	181

Other funds holding CHDN

Fidelity Investments

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return