Connectus Wealth’s CarMax KMX Stock Holding History

Connectus Wealth’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
2024 Q1	$443K	Hold	5,082	–	–	0.01%	294
2023 Q4	$390K	Hold	5,082	–	–	0.01%	428
2023 Q3	$359K	Hold	5,082	–	–	0.01%	416
2023 Q2	$425K	Hold	5,082	–	–	0.01%	362
2023 Q1	$327K	Hold	5,082	–	–	0.01%	376
2022 Q4	$309K	Hold	5,082	–	–	0.01%	381
2022 Q3	$336K	Hold	5,082	–	–	0.01%	443
2022 Q2	$460K	Hold	5,082	–	–	0.01%	342
2022 Q1	$662K	Hold	5,082	–	–	0.02%	288
2021 Q4	$662K	Buy	+5,082	New	+$712K	0.03%	252

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

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

Connectus Wealth's KMX Position: Q1 2024 in Review

Connectus Wealth held its CarMax (KMX) position steady in Q1 2024 at 5,082 shares worth $443K. The position accounts for 0.01% of the portfolio, ranked #294.

Connectus Wealth first reported a position in KMX in Q4 2021 and has held it in 10 quarters since. The position peaked at $662K in Q1 2022. 716 funds tracked by Wall St. Rank hold KMX as of Q1 2024.

Connectus Wealth held 5,082 shares of CarMax worth $443K as of Q1 2024.
Connectus Wealth left its CarMax share count unchanged in Q1 2024.
CarMax made up 0.01% of Connectus Wealth's portfolio in Q1 2024, its #294 holding.
Connectus Wealth first reported a position in CarMax in Q4 2021 and has held it in 10 quarters since.
Connectus Wealth's CarMax position peaked at $662K in Q1 2022.
716 funds tracked by Wall St. Rank held CarMax as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.