Bank Julius Baer & Co
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Bank Julius Baer & Co’s CarMax KMX Stock Holding History

Bank Julius Baer & Co’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
2022
Q3 		– Sell
-337
Closed -$30K – 608
2022
Q2 		$30K Sell
337
-68
-17% -$6.39K ﹤0.01% 553
2022
Q1 		$39K Sell
405
-1,653
-80% -$178K ﹤0.01% 535
2021
Q4 		$268K Sell
2,058
-286
-12% -$40K ﹤0.01% 502
2021
Q3 		$300K Sell
2,344
-366
-14% -$48.7K ﹤0.01% 501
2021
Q2 		$350K Buy
2,710
+1,380
+104% +$171K ﹤0.01% 495
2021
Q1 		$176K Sell
1,330
-13,015
-91% -$1.58M ﹤0.01% 558
2020
Q4 		$1.35M Buy
14,345
+10,525
+276% +$987K 0.01% 307
2020
Q3 		$300K Sell
3,820
-560
-13% -$55.9K ﹤0.01% 455
2020
Q2 		$350K Buy
4,380
+1,106
+34% +$86.7K ﹤0.01% 397
2020
Q1 		$176K Buy
+3,274
New +$277K ﹤0.01% 408

Other funds holding KMX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank Julius Baer & Co's KMX Position: Q3 2022 in Review

Bank Julius Baer & Co sold out of CarMax (KMX) in Q3 2022, closing a stake of 337 shares — an estimated $30K sold.

Bank Julius Baer & Co first reported a position in KMX in Q1 2020 and held it in 10 quarters. The position peaked at $1.35M in Q4 2020. 639 funds tracked by Wall St. Rank hold KMX as of Q3 2022.

  • Bank Julius Baer & Co reported no remaining CarMax position as of Q3 2022 after selling out during the quarter.
  • Bank Julius Baer & Co sold 337 CarMax shares in Q3 2022, an estimated $30K.
  • Bank Julius Baer & Co first reported a position in CarMax in Q1 2020 and held it in 10 quarters.
  • Bank Julius Baer & Co's CarMax position peaked at $1.35M in Q4 2020.
  • 639 funds tracked by Wall St. Rank held CarMax as of Q3 2022.

Based on Bank Julius Baer & Co's 13F filing for Q3 2022, filed 4 Nov 2022.