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MBM Wealth Consultants’s Churchill Downs CHDN Stock Holding History

MBM Wealth Consultants’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
-1,000
Closed -$129K – 131
2023
Q1 		$129K Hold
1,000
– – 0.05% 118
2022
Q4 		$105K Hold
1,000
– – 0.05% 128
2022
Q3 		$93K Hold
1,000
– – 0.04% 116
2022
Q2 		$96K Sell
1,000
-1,000
-50% -$99.4K 0.05% 107
2022
Q1 		$222K Buy
+2,000
New +$220K 0.09% 96

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
ACH
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MBM Wealth Consultants's CHDN Position: Q2 2023 in Review

MBM Wealth Consultants sold out of Churchill Downs (CHDN) in Q2 2023, closing a stake of 1,000 shares — an estimated $129K sold.

MBM Wealth Consultants first reported a position in CHDN in Q1 2022 and held it in 5 quarters. The position peaked at $222K in Q1 2022. 394 funds tracked by Wall St. Rank hold CHDN as of Q2 2023.

  • MBM Wealth Consultants reported no remaining Churchill Downs position as of Q2 2023 after selling out during the quarter.
  • MBM Wealth Consultants sold 1,000 Churchill Downs shares in Q2 2023, an estimated $129K.
  • MBM Wealth Consultants first reported a position in Churchill Downs in Q1 2022 and held it in 5 quarters.
  • MBM Wealth Consultants's Churchill Downs position peaked at $222K in Q1 2022.
  • 394 funds tracked by Wall St. Rank held Churchill Downs as of Q2 2023.

Based on MBM Wealth Consultants's 13F filing for Q2 2023, filed 24 Jul 2023.