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Waverly Advisors’s Churchill Downs CHDN Stock Holding History

Waverly Advisors’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
Q3 		– Sell
-1,438
Closed -$200K – 406
2023
Q2 		$200K Buy
+1,438
New +$197K 0.01% 343

Other funds holding CHDN

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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

Waverly Advisors's CHDN Position: Q3 2023 in Review

Waverly Advisors sold out of Churchill Downs (CHDN) in Q3 2023, closing a stake of 1,438 shares — an estimated $200K sold.

Waverly Advisors first reported a position in CHDN in Q2 2023 and held it in 1 quarter. The position peaked at $200K in Q2 2023. 351 funds tracked by Wall St. Rank hold CHDN as of Q3 2023.

  • Waverly Advisors reported no remaining Churchill Downs position as of Q3 2023 after selling out during the quarter.
  • Waverly Advisors sold 1,438 Churchill Downs shares in Q3 2023, an estimated $200K.
  • Waverly Advisors first reported a position in Churchill Downs in Q2 2023 and held it in 1 quarter.
  • Waverly Advisors's Churchill Downs position peaked at $200K in Q2 2023.
  • 351 funds tracked by Wall St. Rank held Churchill Downs as of Q3 2023.

Based on Waverly Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.