Bollard Group’s CarMax KMX Stock Holding History

Bollard 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
2023 Q3	–	Sell	-15	Closed	-$1K	–	541
2023 Q2	$1K	Buy	+15	New	+$1.1K	﹤0.01%	609

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

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

RCG

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

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bollard Group's KMX Position: Q3 2023 in Review

Bollard Group sold out of CarMax (KMX) in Q3 2023, closing a stake of 15 shares — an estimated $1K sold.

Bollard Group first reported a position in KMX in Q2 2023 and held it in 1 quarter. The position peaked at $1K in Q2 2023. 683 funds tracked by Wall St. Rank hold KMX as of Q3 2023.

Bollard Group reported no remaining CarMax position as of Q3 2023 after selling out during the quarter.
Bollard Group sold 15 CarMax shares in Q3 2023, an estimated $1K.
Bollard Group first reported a position in CarMax in Q2 2023 and held it in 1 quarter.
Bollard Group's CarMax position peaked at $1K in Q2 2023.
683 funds tracked by Wall St. Rank held CarMax as of Q3 2023.

Based on Bollard Group's 13F filing for Q3 2023, filed 14 Nov 2023.