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Barrett Asset Management’s CarMax KMX Stock Holding History

Barrett Asset 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
2013
Q4 		– Sell
-500
Closed -$24K – 335
2013
Q3 		$24K Hold
500
– – ﹤0.01% 266
2013
Q2 		$23K Buy
+500
New +$22.7K ﹤0.01% 264

Other funds holding KMX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Barrett Asset Management's KMX Position: Q4 2013 in Review

Barrett Asset Management sold out of CarMax (KMX) in Q4 2013, closing a stake of 500 shares — an estimated $24K sold.

Barrett Asset Management first reported a position in KMX in Q2 2013 and held it in 2 quarters. The position peaked at $24K in Q3 2013. 391 funds tracked by Wall St. Rank hold KMX as of Q4 2013.

  • Barrett Asset Management reported no remaining CarMax position as of Q4 2013 after selling out during the quarter.
  • Barrett Asset Management sold 500 CarMax shares in Q4 2013, an estimated $24K.
  • Barrett Asset Management first reported a position in CarMax in Q2 2013 and held it in 2 quarters.
  • Barrett Asset Management's CarMax position peaked at $24K in Q3 2013.
  • 391 funds tracked by Wall St. Rank held CarMax as of Q4 2013.

Based on Barrett Asset Management's 13F filing for Q4 2013, filed 7 Feb 2014.