Berman Capital Advisors’s CarMax KMX Stock Holding History

Berman Capital Advisors’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 Q3	$89K	Buy	703 +331	+89%	+$44K	0.01%	475
2021 Q2	$47K	Sell	372 -50	-12%	-$6.18K	0.01%	613
2021 Q1	$55K	Buy	422 +219	+108%	+$26.7K	0.01%	447
2020 Q4	$19K	Sell	203 -19	-9%	-$1.78K	﹤0.01%	684
2020 Q3	$20K	Sell	222 -4	-2%	-$400	0.01%	582
2020 Q2	$19K	Buy	226 +42	+23%	+$3.29K	0.01%	557
2020 Q1	$9K	Sell	184 -43	-19%	-$3.64K	﹤0.01%	695
2019 Q4	$19K	Hold	227	–	–	0.01%	548
2019 Q3	$19K	Hold	227	–	–	0.01%	525
2019 Q2	$19K	Buy	227 +85	+60%	+$6.65K	0.01%	525
2019 Q1	$9K	Buy	142 +13	+10%	+$801	﹤0.01%	692
2018 Q4	$7K	Buy	+129	New	+$8.51K	﹤0.01%	600

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 $204B AUM 27.99% 1-Year Est. Return

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

RCG

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

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Berman Capital Advisors's KMX Position: Q3 2021 in Review

Berman Capital Advisors increased its CarMax (KMX) stake by 89% in Q3 2021, buying an estimated $44K and bringing the position to 703 shares worth $89K. The position accounts for 0.01% of the portfolio, ranked #475.

Berman Capital Advisors first reported a position in KMX in Q4 2018 and has held it in 12 quarters since. 681 funds tracked by Wall St. Rank hold KMX as of Q3 2021.

Berman Capital Advisors held 703 shares of CarMax worth $89K as of Q3 2021.
Berman Capital Advisors bought 331 CarMax shares in Q3 2021, an estimated $44K.
CarMax made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #475 holding.
Berman Capital Advisors first reported a position in CarMax in Q4 2018 and has held it in 12 quarters since.
681 funds tracked by Wall St. Rank held CarMax as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.