Bellevue Group’s CarMax KMX Stock Holding History

Bellevue Group’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
2021 Q4	–	Sell	-2,850	Closed	-$365K	–	208
2021 Q3	$365K	Hold	2,850	–	–	﹤0.01%	189
2021 Q2	$368K	Hold	2,850	–	–	﹤0.01%	180
2021 Q1	$378K	Buy	+2,850	New	+$347K	﹤0.01%	171

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

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 Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bellevue Group's KMX Position: Q4 2021 in Review

Bellevue Group sold out of CarMax (KMX) in Q4 2021, closing a stake of 2,850 shares — an estimated $365K sold.

Bellevue Group first reported a position in KMX in Q1 2021 and held it in 3 quarters. The position peaked at $378K in Q1 2021. 735 funds tracked by Wall St. Rank hold KMX as of Q4 2021.

Bellevue Group reported no remaining CarMax position as of Q4 2021 after selling out during the quarter.
Bellevue Group sold 2,850 CarMax shares in Q4 2021, an estimated $365K.
Bellevue Group first reported a position in CarMax in Q1 2021 and held it in 3 quarters.
Bellevue Group's CarMax position peaked at $378K in Q1 2021.
735 funds tracked by Wall St. Rank held CarMax as of Q4 2021.

Based on Bellevue Group's 13F filing for Q4 2021, filed 10 Feb 2022.