Castleview Partners’s CarMax KMX Stock Holding History

Castleview Partners’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
2025 Q1	–	Sell	-563	Closed	-$45.7K	–	388
2024 Q4	$45.7K	Hold	563	–	–	0.02%	349
2024 Q3	$43.6K	Sell	563 -453	-45%	-$35.8K	0.03%	342
2024 Q2	$74.5K	Sell	1,016 -1,132	-53%	-$81.6K	0.04%	268
2024 Q1	$187K	Sell	2,148 -58	-3%	-$4.39K	0.1%	184
2023 Q4	$169K	Buy	2,206 +92	+4%	+$6.18K	0.12%	148
2023 Q3	$150K	Sell	2,114 -183	-8%	-$15K	0.14%	137
2023 Q2	$192K	Sell	2,297 -49	-2%	-$3.59K	0.17%	117
2023 Q1	$151K	Sell	2,346 -25	-1%	-$1.67K	0.13%	143
2022 Q4	$144K	Buy	2,371 +908	+62%	+$58.3K	0.14%	138
2022 Q3	$97K	Buy	1,463 +1,130	+339%	+$103K	0.09%	171
2022 Q2	$10.5K	Sell	333 -244	-42%	-$22.9K	0.01%	450
2022 Q1	$55K	Sell	577 -42,138	-99%	-$4.53M	0.03%	335
2021 Q4	$328	Buy	+42,715	New	+$5.98M	﹤0.01%	592
2021 Q2	$17K	Buy	+132	New	+$16.3K	0.01%	587

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Diamond Hill Capital Management

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Primecap Management

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

Janus Henderson Group

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Holocene Advisors

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return