Baystate Wealth Management’s CarMax KMX Stock Holding History

Baystate Wealth 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
2023 Q4	$1.53K	Hold	20	–	–	﹤0.01%	1108
2023 Q3	$1.42K	Hold	20	–	–	﹤0.01%	854
2023 Q2	$1.67K	Hold	20	–	–	﹤0.01%	868
2023 Q1	$1.29K	Hold	20	–	–	﹤0.01%	904
2022 Q4	$1K	Hold	20	–	–	﹤0.01%	870
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	824
2022 Q2	$2K	Hold	20	–	–	﹤0.01%	767
2022 Q1	$2K	Hold	20	–	–	﹤0.01%	763
2021 Q4	$3K	Hold	20	–	–	﹤0.01%	715
2021 Q3	$3K	Hold	20	–	–	﹤0.01%	652
2021 Q2	$3K	Hold	20	–	–	﹤0.01%	617
2021 Q1	$3K	Hold	20	–	–	﹤0.01%	563
2020 Q4	$2K	Hold	20	–	–	﹤0.01%	569
2020 Q3	$2K	Hold	20	–	–	﹤0.01%	539
2020 Q2	$2K	Hold	20	–	–	﹤0.01%	551
2020 Q1	$1K	Hold	20	–	–	﹤0.01%	557
2019 Q4	$2K	Hold	20	–	–	﹤0.01%	529
2019 Q3	$2K	Hold	20	–	–	﹤0.01%	481
2019 Q2	$2K	Hold	20	–	–	﹤0.01%	496
2019 Q1	$2K	Hold	20	–	–	﹤0.01%	509
2018 Q4	$1K	Hold	20	–	–	﹤0.01%	594
2018 Q3	$1K	Hold	20	–	–	﹤0.01%	603
2018 Q2	$2K	Hold	20	–	–	﹤0.01%	547
2018 Q1	$1K	Hold	20	–	–	﹤0.01%	583
2017 Q4	$1K	Hold	20	–	–	﹤0.01%	580
2017 Q3	$2K	Hold	20	–	–	﹤0.01%	491
2017 Q2	$1K	Hold	20	–	–	﹤0.01%	585
2017 Q1	$1K	Buy	+20	New	+$1.3K	﹤0.01%	550

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

RCG

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

Norges Bank Oslo, Norway $1T AUM

Baystate Wealth Management's KMX Position: Q4 2023 in Review

Baystate Wealth Management held its CarMax (KMX) position steady in Q4 2023 at 20 shares worth $1.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1108.

Baystate Wealth Management first reported a position in KMX in Q1 2017 and has held it in 28 quarters since. The position peaked at $3K in Q4 2021. 705 funds tracked by Wall St. Rank hold KMX as of Q4 2023.

Baystate Wealth Management held 20 shares of CarMax worth $1.53K as of Q4 2023.
Baystate Wealth Management left its CarMax share count unchanged in Q4 2023.
CarMax made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1108 holding.
Baystate Wealth Management first reported a position in CarMax in Q1 2017 and has held it in 28 quarters since.
Baystate Wealth Management's CarMax position peaked at $3K in Q4 2021.
705 funds tracked by Wall St. Rank held CarMax as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.