Avalon Investment & Advisory’s CarMax KMX Stock Holding History

Avalon Investment & Advisory’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 Q1	$47M	Buy	+731,690	New	+$49M	1.29%	20
2021 Q4	–	Sell	-2,468	Closed	-$316K	–	320
2021 Q3	$316K	Sell	2,468 -257	-9%	-$34.2K	0.01%	309
2021 Q2	$352K	Buy	2,725 +64	+2%	+$7.91K	0.01%	308
2021 Q1	$353K	Sell	2,661 -121	-4%	-$14.7K	0.01%	306
2020 Q4	$263K	Buy	2,782 +249	+10%	+$23.4K	0.01%	317
2020 Q3	$233K	Buy	2,533 +79	+3%	+$7.89K	0.01%	309
2020 Q2	$220K	Buy	+2,454	New	+$192K	0.01%	291
2020 Q1	–	Sell	-2,410	Closed	-$211K	–	327
2019 Q4	$211K	Buy	+2,410	New	+$227K	﹤0.01%	319
2013 Q4	–	Sell	-149,502	Closed	-$7.25M	–	186
2013 Q3	$7.25M	Sell	149,502 -14,136	-9%	-$691K	0.47%	93
2013 Q2	$7.55M	Buy	+163,638	New	+$7.43M	0.45%	97

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

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Avalon Investment & Advisory's KMX Position: Q1 2023 in Review

Avalon Investment & Advisory opened a new position in CarMax (KMX) in Q1 2023: 731,690 shares worth $47M. The stake represents 1.29% of the portfolio and ranks #20 among its holdings. This is a return to the name: Avalon Investment & Advisory previously reported a position in KMX as recently as Q3 2021.

Avalon Investment & Advisory first reported a position in KMX in Q2 2013 and has held it in 10 quarters since. 671 funds tracked by Wall St. Rank hold KMX as of Q1 2023.

Avalon Investment & Advisory held 731,690 shares of CarMax worth $47M as of Q1 2023.
CarMax was a new Avalon Investment & Advisory position in Q1 2023.
CarMax made up 1.29% of Avalon Investment & Advisory's portfolio in Q1 2023, its #20 holding.
Avalon Investment & Advisory first reported a position in CarMax in Q2 2013 and has held it in 10 quarters since.
671 funds tracked by Wall St. Rank held CarMax as of Q1 2023.

Based on Avalon Investment & Advisory's 13F filing for Q1 2023, filed 15 May 2023.