Caledonia Investments (Australia)’s CarMax KMX Stock Holding History

Caledonia Investments (Australia)’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
2022 Q3	–	Sell	-94,543	Closed	-$8.55M	–	16
2022 Q2	$8.55M	Sell	94,543 -2,118,256	-96%	-$199M	0.22%	17
2022 Q1	$213M	Sell	2,212,799 -93,325	-4%	-$10M	3.92%	6
2021 Q4	$300M	Buy	2,306,124 +460,010	+25%	+$64.4M	4.67%	5
2021 Q3	$236M	Sell	1,846,114 -83,240	-4%	-$11.1M	2.97%	7
2021 Q2	$249M	Buy	1,929,354 +43,220	+2%	+$5.34M	2.57%	7
2021 Q1	$250M	Buy	1,886,134 +409,566	+28%	+$49.9M	2.34%	7
2020 Q4	$139M	Sell	1,476,568 -537,541	-27%	-$50.4M	1.33%	10
2020 Q3	$185M	Sell	2,014,109 -6,710	-0.3%	-$670K	2.1%	10
2020 Q2	$181M	Sell	2,020,819 -619	-0%	-$48.5K	3.26%	6
2020 Q1	$109M	Buy	+2,021,438	New	+$171M	2.35%	8

Other funds holding KMX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Caledonia Investments (Australia)'s KMX Position: Q3 2022 in Review

Caledonia Investments (Australia) sold out of CarMax (KMX) in Q3 2022, closing a stake of 94,543 shares — an estimated $8.55M sold.

Caledonia Investments (Australia) first reported a position in KMX in Q1 2020 and held it in 10 quarters. The position peaked at $300M in Q4 2021. 640 funds tracked by Wall St. Rank hold KMX as of Q3 2022.

Caledonia Investments (Australia) reported no remaining CarMax position as of Q3 2022 after selling out during the quarter.
Caledonia Investments (Australia) sold 94,543 CarMax shares in Q3 2022, an estimated $8.55M.
Caledonia Investments (Australia) first reported a position in CarMax in Q1 2020 and held it in 10 quarters.
Caledonia Investments (Australia)'s CarMax position peaked at $300M in Q4 2021.
640 funds tracked by Wall St. Rank held CarMax as of Q3 2022.

Based on Caledonia Investments (Australia)'s 13F filing for Q3 2022, filed 14 Nov 2022.