Boston Financial Management’s CarMax KMX Stock Holding History

Boston Financial 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	–	Sell	-3,134	Closed	-$222K	–	318
2023 Q3	$222K	Hold	3,134	–	–	0.01%	287
2023 Q2	$262K	Hold	3,134	–	–	0.01%	284
2023 Q1	$201K	Buy	+3,134	New	+$210K	0.01%	302
2022 Q4	–	Sell	-3,116	Closed	-$206K	–	323
2022 Q3	$206K	Sell	3,116 -115	-4%	-$10.5K	0.01%	293
2022 Q2	$292K	Sell	3,231 -65	-2%	-$6.11K	0.01%	250
2022 Q1	$318K	Buy	3,296 +90	+3%	+$9.68K	0.01%	238
2021 Q4	$418K	Sell	3,206 -2,935	-48%	-$411K	0.02%	205
2021 Q3	$786K	Hold	6,141	–	–	0.03%	153
2021 Q2	$793K	Buy	6,141 +75	+1%	+$9.27K	0.03%	146
2021 Q1	$805K	Buy	6,066 +40	+0.7%	+$4.87K	0.04%	138
2020 Q4	$569K	Hold	6,026	–	–	0.03%	158
2020 Q3	$554K	Hold	6,026	–	–	0.03%	159
2020 Q2	$540K	Sell	6,026 -5,172	-46%	-$405K	0.03%	156
2020 Q1	$603K	Buy	+11,198	New	+$947K	0.04%	147

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 $3.38T AUM 44.17% 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

Boston Financial Management's KMX Position: Q4 2023 in Review

Boston Financial Management sold out of CarMax (KMX) in Q4 2023, closing a stake of 3,134 shares — an estimated $222K sold.

Boston Financial Management first reported a position in KMX in Q1 2020 and held it in 14 quarters. The position peaked at $805K in Q1 2021. 705 funds tracked by Wall St. Rank hold KMX as of Q4 2023.

Boston Financial Management reported no remaining CarMax position as of Q4 2023 after selling out during the quarter.
Boston Financial Management sold 3,134 CarMax shares in Q4 2023, an estimated $222K.
Boston Financial Management first reported a position in CarMax in Q1 2020 and held it in 14 quarters.
Boston Financial Management's CarMax position peaked at $805K in Q1 2021.
705 funds tracked by Wall St. Rank held CarMax as of Q4 2023.

Based on Boston Financial Management's 13F filing for Q4 2023, filed 13 Feb 2024.