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Alera Investment Advisors’s CarMax KMX Stock Holding History

Alera Investment Advisors’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
2024
Q3 		$204K Buy
+2,631
New +$208K 0.02% 274
2019
Q2 		– Sell
-14
Closed -$1K – 564
2019
Q1 		$1K Hold
14
– – ﹤0.01% 985
2018
Q4 		$1K Buy
+14
New +$924 ﹤0.01% 937

Other funds holding KMX

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Alera Investment Advisors's KMX Position: Q3 2024 in Review

Alera Investment Advisors opened a new position in CarMax (KMX) in Q3 2024: 2,631 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #274 among its holdings. This is a return to the name: Alera Investment Advisors previously reported a position in KMX as recently as Q1 2019.

Alera Investment Advisors first reported a position in KMX in Q4 2018 and has held it in 3 quarters since. 740 funds tracked by Wall St. Rank hold KMX as of Q3 2024.

  • Alera Investment Advisors held 2,631 shares of CarMax worth $204K as of Q3 2024.
  • CarMax was a new Alera Investment Advisors position in Q3 2024.
  • CarMax made up 0.02% of Alera Investment Advisors's portfolio in Q3 2024, its #274 holding.
  • Alera Investment Advisors first reported a position in CarMax in Q4 2018 and has held it in 3 quarters since.
  • 740 funds tracked by Wall St. Rank held CarMax as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.