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Next Financial Group’s Churchill Downs CHDN Stock Holding History

Next Financial Group’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
Q4 		$61K Sell
508
-606
-54% -$71.9K ﹤0.01% 1391
2021
Q3 		$134K Buy
1,114
+2
+0.2% +$203 0.01% 997
2021
Q2 		$110K Buy
1,112
+68
+7% +$6.99K 0.01% 1075
2021
Q1 		$119K Sell
1,044
-44
-4% -$4.84K 0.01% 952
2020
Q4 		$106K Sell
1,088
-84
-7% -$7.63K 0.01% 941
2020
Q3 		$96K Buy
+1,172
New +$90.9K 0.01% 876
2020
Q2 		– Sell
-1,420
Closed -$73K – 809
2020
Q1 		$73K Sell
1,420
-384
-21% -$24.8K 0.01% 860
2019
Q4 		$124K Sell
1,804
-698
-28% -$45.5K 0.01% 864
2019
Q3 		$154K Buy
2,502
+1,146
+85% +$69.2K 0.02% 759
2019
Q2 		$78K Buy
1,356
+816
+151% +$41K 0.01% 1003
2019
Q1 		$24K Sell
540
-60
-10% -$2.68K 0.01% 913
2018
Q4 		$24K Sell
600
-1,140
-66% -$50.3K 0.01% 1031
2018
Q3 		$81K Buy
+1,740
New +$82.5K 0.04% 418
2015
Q1 		– Sell
-30
Closed – – 1851
2014
Q4 		$0 Hold
30
– – ﹤0.01% 1942
2014
Q3 		$0 Hold
30
– – ﹤0.01% 2507
2014
Q2 		$0 Buy
+30
New +$438 ﹤0.01% 1211

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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
NC
Nitorum Capital New York $114M AUM 17.21% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Next Financial Group's CHDN Position: Q4 2021 in Review

Next Financial Group reduced its Churchill Downs (CHDN) stake by 54% in Q4 2021, selling an estimated $71.9K and leaving 508 shares worth $61K. The position accounts for ﹤0.01% of the portfolio, ranked #1391.

Next Financial Group first reported a position in CHDN in Q2 2014 and has held it in 16 quarters since. The position peaked at $154K in Q3 2019. 323 funds tracked by Wall St. Rank hold CHDN as of Q4 2021.

  • Next Financial Group held 508 shares of Churchill Downs worth $61K as of Q4 2021.
  • Next Financial Group sold 606 Churchill Downs shares in Q4 2021, an estimated $71.9K.
  • Churchill Downs made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1391 holding.
  • Next Financial Group first reported a position in Churchill Downs in Q2 2014 and has held it in 16 quarters since.
  • Next Financial Group's Churchill Downs position peaked at $154K in Q3 2019.
  • 323 funds tracked by Wall St. Rank held Churchill Downs as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.