WCA
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Westover Capital Advisors’s Churchill Downs CHDN Stock Holding History

Westover Capital 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
2021
Q2 		– Sell
-2,090
Closed -$238K – 179
2021
Q1 		$238K Hold
2,090
– – 0.08% 156
2020
Q4 		$204K Sell
2,090
-500
-19% -$45.4K 0.07% 149
2020
Q3 		$212K Buy
+2,590
New +$201K 0.09% 129
2020
Q1 		– Sell
-3,370
Closed -$231K – 115
2019
Q4 		$231K Sell
3,370
-740
-18% -$48.2K 0.1% 126
2019
Q3 		$254K Hold
4,110
– – 0.12% 120
2019
Q2 		$236K Buy
+4,110
New +$206K 0.12% 121
2018
Q4 		– Sell
-5,220
Closed -$242K – 117
2018
Q3 		$242K Hold
5,220
– – 0.12% 105
2018
Q2 		$258K Sell
5,220
-1,110
-18% -$51.9K 0.14% 97
2018
Q1 		$257K Hold
6,330
– – 0.14% 101
2017
Q4 		$245K Hold
6,330
– – 0.13% 108
2017
Q3 		$218K Buy
+6,330
New +$203K 0.13% 112

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NC
Nitorum Capital New York $114M AUM 17.21% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return