Bank of Marin’s CarMax KMX Stock Holding History

Bank of Marin’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 Q2	–	Sell	-3,500	Closed	-$225K	–	122
2023 Q1	$225K	Sell	3,500 -270	-7%	-$18.1K	0.21%	116
2022 Q4	$230K	Hold	3,770	–	–	0.22%	115
2022 Q3	$249K	Hold	3,770	–	–	0.25%	102
2022 Q2	$341K	Hold	3,770	–	–	0.3%	92
2022 Q1	$364K	Hold	3,770	–	–	0.27%	101
2021 Q4	$491K	Hold	3,770	–	–	0.33%	90
2021 Q3	$482K	Hold	3,770	–	–	0.35%	86
2021 Q2	$487K	Hold	3,770	–	–	0.36%	89
2021 Q1	$500K	Hold	3,770	–	–	0.4%	84
2020 Q4	$356K	Hold	3,770	–	–	0.3%	95
2020 Q3	$347K	Hold	3,770	–	–	0.36%	88
2020 Q2	$338K	Hold	3,770	–	–	0.39%	88
2020 Q1	$203K	Hold	3,770	–	–	0.28%	111
2019 Q4	$331K	Buy	+3,770	New	+$355K	0.33%	96

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

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

RCG

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

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

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

Bank of Marin's KMX Position: Q2 2023 in Review

Bank of Marin sold out of CarMax (KMX) in Q2 2023, closing a stake of 3,500 shares — an estimated $225K sold.

Bank of Marin first reported a position in KMX in Q4 2019 and held it in 14 quarters. The position peaked at $500K in Q1 2021. 705 funds tracked by Wall St. Rank hold KMX as of Q2 2023.

Bank of Marin reported no remaining CarMax position as of Q2 2023 after selling out during the quarter.
Bank of Marin sold 3,500 CarMax shares in Q2 2023, an estimated $225K.
Bank of Marin first reported a position in CarMax in Q4 2019 and held it in 14 quarters.
Bank of Marin's CarMax position peaked at $500K in Q1 2021.
705 funds tracked by Wall St. Rank held CarMax as of Q2 2023.

Based on Bank of Marin's 13F filing for Q2 2023, filed 8 Aug 2023.