Bartlett & Co’s CarMax KMX Stock Holding History

Bartlett & 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
2023 Q4	$66K	Hold	845	–	–	﹤0.01%	647
2023 Q3	$60K	Hold	845	–	–	﹤0.01%	629
2023 Q2	$71K	Hold	845	–	–	﹤0.01%	598
2023 Q1	$54K	Hold	845	–	–	﹤0.01%	560
2022 Q4	$51K	Sell	845 -9	-1%	-$578	﹤0.01%	576
2022 Q3	$56K	Buy	854 +9	+1%	+$822	﹤0.01%	552
2022 Q2	$76K	Hold	845	–	–	﹤0.01%	507
2022 Q1	$82K	Buy	+845	New	+$90.9K	﹤0.01%	510
2021 Q4	–	Sell	-375	Closed	-$48K	–	657
2021 Q3	$48K	Hold	375	–	–	﹤0.01%	514
2021 Q2	$48K	Hold	375	–	–	﹤0.01%	517
2021 Q1	$50K	Hold	375	–	–	﹤0.01%	537
2020 Q4	$35K	Hold	375	–	–	﹤0.01%	590
2020 Q3	$34K	Hold	375	–	–	﹤0.01%	543
2020 Q2	$34K	Hold	375	–	–	﹤0.01%	548
2020 Q1	$20K	Buy	+375	New	+$31.7K	﹤0.01%	584
2019 Q3	$53K	Buy	606 +81	+15%	+$6.95K	﹤0.01%	521
2019 Q2	$46K	Hold	525	–	–	﹤0.01%	444
2019 Q1	$37K	Hold	525	–	–	﹤0.01%	459
2018 Q4	$33K	Hold	525	–	–	﹤0.01%	463
2018 Q3	$39K	Hold	525	–	–	﹤0.01%	469
2018 Q2	$38K	Buy	+525	New	+$35.1K	﹤0.01%	453
2013 Q4	–	Sell	-40	Closed	-$2K	–	743
2013 Q3	$2K	Buy	+40	New	+$1.96K	﹤0.01%	742

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 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

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

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

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bartlett & Co's KMX Position: Q4 2023 in Review

Bartlett & Co held its CarMax (KMX) position steady in Q4 2023 at 845 shares worth $66K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Bartlett & Co first reported a position in KMX in Q3 2013 and has held it in 22 quarters since. The position peaked at $82K in Q1 2022. 704 funds tracked by Wall St. Rank hold KMX as of Q4 2023.

Bartlett & Co held 845 shares of CarMax worth $66K as of Q4 2023.
Bartlett & Co left its CarMax share count unchanged in Q4 2023.
CarMax made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #647 holding.
Bartlett & Co first reported a position in CarMax in Q3 2013 and has held it in 22 quarters since.
Bartlett & Co's CarMax position peaked at $82K in Q1 2022.
704 funds tracked by Wall St. Rank held CarMax as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.