Root Financial Partners
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Root Financial Partners’s Churchill Downs CHDN Stock Holding History

Root Financial Partners’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
Q3 		$1.29K Buy
+17
New +$1.46K ﹤0.01% 2848
2026
Q2 		– Sell
-331
Closed -$29.7K – 919
2026
Q1 		$29.7K Buy
331
+305
+1,173% +$29K ﹤0.01% 1123
2025
Q4 		$2.96K Sell
26
-31
-54% -$3.22K ﹤0.01% 1906
2025
Q3 		$5.53K Buy
+57
New +$5.86K ﹤0.01% 1686

Other funds holding CHDN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Root Financial Partners's CHDN Position: Q3 2026 in Review

Root Financial Partners opened a new position in Churchill Downs (CHDN) in Q3 2026: 17 shares worth $1.29K. The stake represents ﹤0.01% of the portfolio and ranks #2848 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CHDN as recently as Q1 2026.

Root Financial Partners first reported a position in CHDN in Q3 2025 and has held it in 4 quarters since. The position peaked at $29.7K in Q1 2026. 236 funds tracked by Wall St. Rank hold CHDN as of Q3 2026.

  • Root Financial Partners held 17 shares of Churchill Downs worth $1.29K as of Q3 2026.
  • Churchill Downs was a new Root Financial Partners position in Q3 2026.
  • Churchill Downs made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2848 holding.
  • Root Financial Partners first reported a position in Churchill Downs in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Churchill Downs position peaked at $29.7K in Q1 2026.
  • 236 funds tracked by Wall St. Rank held Churchill Downs as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.