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Wetzel Investment Advisors’s Churchill Downs CHDN Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-18
Closed -$2.23K – 244
2024
Q2 		$2.23K Sell
18
-39
-68% -$5.12K ﹤0.01% 730
2024
Q1 		$6.8K Buy
57
+13
+30% +$1.57K ﹤0.01% 617
2023
Q4 		$6K Buy
+44
New +$5.22K ﹤0.01% 631

Other funds holding CHDN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wetzel Investment Advisors's CHDN Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Churchill Downs (CHDN) in Q3 2024, closing a stake of 18 shares — an estimated $2.23K sold.

Wetzel Investment Advisors first reported a position in CHDN in Q4 2023 and held it in 3 quarters. The position peaked at $6.8K in Q1 2024. 450 funds tracked by Wall St. Rank hold CHDN as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Churchill Downs position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 18 Churchill Downs shares in Q3 2024, an estimated $2.23K.
  • Wetzel Investment Advisors first reported a position in Churchill Downs in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Churchill Downs position peaked at $6.8K in Q1 2024.
  • 450 funds tracked by Wall St. Rank held Churchill Downs as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.