Avalon Trust’s CarMax KMX Stock Holding History

Avalon Trust’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 Q2	–	Sell	-300	Closed	-$26.1K	–	329
2024 Q1	$26.1K	Sell	300 -350	-54%	-$26.5K	﹤0.01%	256
2023 Q4	$49.9K	Hold	650	–	–	﹤0.01%	209
2023 Q3	$46K	Sell	650 -350	-35%	-$28.7K	﹤0.01%	195
2023 Q2	$83.7K	Hold	1,000	–	–	0.01%	169
2023 Q1	$64.3K	Buy	+1,000	New	+$66.9K	0.01%	185

Other funds holding KMX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

RCG

Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Avalon Trust's KMX Position: Q2 2024 in Review

Avalon Trust sold out of CarMax (KMX) in Q2 2024, closing a stake of 300 shares — an estimated $26.1K sold.

Avalon Trust first reported a position in KMX in Q1 2023 and held it in 5 quarters. The position peaked at $83.7K in Q2 2023. 706 funds tracked by Wall St. Rank hold KMX as of Q2 2024.

Avalon Trust reported no remaining CarMax position as of Q2 2024 after selling out during the quarter.
Avalon Trust sold 300 CarMax shares in Q2 2024, an estimated $26.1K.
Avalon Trust first reported a position in CarMax in Q1 2023 and held it in 5 quarters.
Avalon Trust's CarMax position peaked at $83.7K in Q2 2023.
706 funds tracked by Wall St. Rank held CarMax as of Q2 2024.

Based on Avalon Trust's 13F filing for Q2 2024, filed 12 Aug 2024.