Allen Investment Management’s CarMax KMX Stock Holding History

Allen Investment Management’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
2023 Q4	–	Sell	-14,194	Closed	-$1M	–	220
2023 Q3	$1M	Hold	14,194	–	–	0.01%	133
2023 Q2	$1.19M	Hold	14,194	–	–	0.02%	120
2023 Q1	$912K	Hold	14,194	–	–	0.02%	131
2022 Q4	$864K	Hold	14,194	–	–	0.01%	133
2022 Q3	$937K	Hold	14,194	–	–	0.02%	124
2022 Q2	$1.28M	Hold	14,194	–	–	0.02%	118
2022 Q1	$1.37M	Hold	14,194	–	–	0.02%	122
2021 Q4	$1.85M	Hold	14,194	–	–	0.02%	118
2021 Q3	$1.82M	Hold	14,194	–	–	0.02%	100
2021 Q2	$1.83M	Sell	14,194 -5,300	-27%	-$655K	0.02%	98
2021 Q1	$2.59M	Hold	19,494	–	–	0.04%	87
2020 Q4	$1.84M	Hold	19,494	–	–	0.03%	91
2020 Q3	$1.79M	Hold	19,494	–	–	0.03%	91
2020 Q2	$1.75M	Sell	19,494 -19,037	-49%	-$1.49M	0.04%	94
2020 Q1	$2.07M	Buy	38,531 +19,037	+98%	+$1.61M	0.06%	84
2019 Q4	$1.71M	Hold	19,494	–	–	0.04%	94
2019 Q3	$1.72M	Buy	+19,494	New	+$1.67M	0.05%	100
2017 Q2	–	Sell	-11,411	Closed	-$676K	–	220
2017 Q1	$676K	Buy	11,411 +282	+3%	+$18.3K	0.03%	123
2016 Q4	$717K	Sell	11,129 -2,633	-19%	-$148K	0.04%	114
2016 Q3	$734K	Sell	13,762 -280	-2%	-$15.9K	0.05%	109
2016 Q2	$688K	Sell	14,042 -7,543	-35%	-$387K	0.05%	112
2016 Q1	$1.1M	Buy	21,585 +1,093	+5%	+$51.6K	0.09%	85
2015 Q4	$1.11M	Sell	20,492 -547	-3%	-$31.2K	0.09%	77
2015 Q3	$1.25M	Buy	+21,039	New	+$1.32M	0.12%	85

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

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

RCG

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

Norges Bank Oslo, Norway $935B AUM

Allen Investment Management's KMX Position: Q4 2023 in Review

Allen Investment Management sold out of CarMax (KMX) in Q4 2023, closing a stake of 14,194 shares — an estimated $1M sold.

Allen Investment Management first reported a position in KMX in Q3 2015 and held it in 24 quarters. The position peaked at $2.59M in Q1 2021. 704 funds tracked by Wall St. Rank hold KMX as of Q4 2023.

Allen Investment Management reported no remaining CarMax position as of Q4 2023 after selling out during the quarter.
Allen Investment Management sold 14,194 CarMax shares in Q4 2023, an estimated $1M.
Allen Investment Management first reported a position in CarMax in Q3 2015 and held it in 24 quarters.
Allen Investment Management's CarMax position peaked at $2.59M in Q1 2021.
704 funds tracked by Wall St. Rank held CarMax as of Q4 2023.

Based on Allen Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.