Choate Investment Advisors’s CarMax KMX Stock Holding History

Choate Investment 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
2023 Q4	–	Sell	-8,822	Closed	-$624K	–	422
2023 Q3	$624K	Buy	+8,822	New	+$722K	0.02%	218
2021 Q2	–	Sell	-2,357	Closed	-$313K	–	363
2021 Q1	$313K	Buy	2,357 +88	+4%	+$10.7K	0.02%	218
2020 Q4	$214K	Hold	2,269	–	–	0.01%	233
2020 Q3	$209K	Hold	2,269	–	–	0.01%	234
2020 Q2	$203K	Buy	+2,269	New	+$178K	0.01%	235

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

Choate Investment Advisors's KMX Position: Q4 2023 in Review

Choate Investment Advisors sold out of CarMax (KMX) in Q4 2023, closing a stake of 8,822 shares — an estimated $624K sold.

Choate Investment Advisors first reported a position in KMX in Q2 2020 and held it in 5 quarters. The position peaked at $624K in Q3 2023. 705 funds tracked by Wall St. Rank hold KMX as of Q4 2023.

Choate Investment Advisors reported no remaining CarMax position as of Q4 2023 after selling out during the quarter.
Choate Investment Advisors sold 8,822 CarMax shares in Q4 2023, an estimated $624K.
Choate Investment Advisors first reported a position in CarMax in Q2 2020 and held it in 5 quarters.
Choate Investment Advisors's CarMax position peaked at $624K in Q3 2023.
705 funds tracked by Wall St. Rank held CarMax as of Q4 2023.

Based on Choate Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.