Advisory Research’s CarMax KMX Stock Holding History

Advisory Research’s Portfolio KMX Stock Details KMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-6,386	Closed	-$344K	–	325
2020 Q1	$344K	Buy	6,386 +784	+14%	+$66.3K	0.02%	230
2019 Q4	$491K	Buy	5,602 +113	+2%	+$10.6K	0.02%	243
2019 Q3	$483K	Sell	5,489 -508	-8%	-$43.6K	0.02%	252
2019 Q2	$521K	Buy	+5,997	New	+$469K	0.01%	301
2014 Q2	–	Sell	-1,425	Closed	-$67K	–	509
2014 Q1	$67K	Buy	+1,425	New	+$66.6K	﹤0.01%	666

Other funds holding KMX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advisory Research's KMX Position: Q2 2020 in Review

Advisory Research sold out of CarMax (KMX) in Q2 2020, closing a stake of 6,386 shares — an estimated $344K sold.

Advisory Research first reported a position in KMX in Q1 2014 and held it in 5 quarters. The position peaked at $521K in Q2 2019. 593 funds tracked by Wall St. Rank hold KMX as of Q2 2020.

Advisory Research reported no remaining CarMax position as of Q2 2020 after selling out during the quarter.
Advisory Research sold 6,386 CarMax shares in Q2 2020, an estimated $344K.
Advisory Research first reported a position in CarMax in Q1 2014 and held it in 5 quarters.
Advisory Research's CarMax position peaked at $521K in Q2 2019.
593 funds tracked by Wall St. Rank held CarMax as of Q2 2020.

Based on Advisory Research's 13F filing for Q2 2020, filed 13 Aug 2020.