Crewe Advisors’s CarMax KMX Stock Holding History

Crewe 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
2024 Q4	–	Sell	-71	Closed	-$5.49K	–	735
2024 Q3	$5.49K	Hold	71	–	–	﹤0.01%	568
2024 Q2	$5.21K	Hold	71	–	–	﹤0.01%	791
2024 Q1	$6.18K	Buy	+71	New	+$5.37K	﹤0.01%	692
2023 Q3	–	Sell	-26	Closed	-$2.18K	–	762
2023 Q2	$2.18K	Hold	26	–	–	﹤0.01%	530
2023 Q1	$1.67K	Buy	+26	New	+$1.74K	﹤0.01%	730
2022 Q4	–	Sell	-110	Closed	-$7K	–	1161
2022 Q3	$7K	Buy	110 +19	+21%	+$1.74K	﹤0.01%	761
2022 Q2	$8K	Buy	+91	New	+$8.56K	﹤0.01%	663
2021 Q3	–	Sell	-53	Closed	-$7K	–	432
2021 Q2	$7K	Sell	53 -51	-49%	-$6.3K	﹤0.01%	303
2021 Q1	$14K	Hold	104	–	–	﹤0.01%	242
2020 Q4	$10K	Hold	104	–	–	﹤0.01%	263
2020 Q3	$10K	Buy	+104	New	+$10.4K	﹤0.01%	247

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Crewe Advisors's KMX Position: Q4 2024 in Review

Crewe Advisors sold out of CarMax (KMX) in Q4 2024, closing a stake of 71 shares — an estimated $5.49K sold.

Crewe Advisors first reported a position in KMX in Q3 2020 and held it in 11 quarters. The position peaked at $14K in Q1 2021. 749 funds tracked by Wall St. Rank hold KMX as of Q4 2024.

Crewe Advisors reported no remaining CarMax position as of Q4 2024 after selling out during the quarter.
Crewe Advisors sold 71 CarMax shares in Q4 2024, an estimated $5.49K.
Crewe Advisors first reported a position in CarMax in Q3 2020 and held it in 11 quarters.
Crewe Advisors's CarMax position peaked at $14K in Q1 2021.
749 funds tracked by Wall St. Rank held CarMax as of Q4 2024.

Based on Crewe Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.