CSat Investment Advisory’s CarMax KMX Stock Holding History

CSat Investment Advisory’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
2021 Q1	$38K	Sell	285 -119	-29%	-$14.5K	0.03%	259
2020 Q4	$38K	Sell	404 -236	-37%	-$22.1K	0.04%	210
2020 Q3	$59K	Sell	640 -22	-3%	-$2.2K	0.01%	647
2020 Q2	$59K	Buy	662 +55	+9%	+$4.31K	0.01%	654
2020 Q1	$33K	Buy	607 +28	+5%	+$2.37K	0.01%	634
2019 Q4	$51K	Buy	579 +52	+10%	+$4.89K	0.01%	623
2019 Q3	$46K	Hold	527	–	–	0.01%	585
2019 Q2	$46K	Buy	527 +30	+6%	+$2.35K	0.02%	574
2019 Q1	$35K	Buy	497 +110	+28%	+$6.78K	0.02%	200
2018 Q4	$24K	Buy	387 +198	+105%	+$13.1K	0.01%	231
2018 Q3	$14K	Buy	189 +11	+6%	+$839	0.01%	300
2018 Q2	$13K	Buy	+178	New	+$11.9K	0.01%	283

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 $204B AUM 27.99% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CSat Investment Advisory's KMX Position: Q1 2021 in Review

CSat Investment Advisory reduced its CarMax (KMX) stake by 29% in Q1 2021, selling an estimated $14.5K and leaving 285 shares worth $38K. The position accounts for 0.03% of the portfolio, ranked #259.

CSat Investment Advisory first reported a position in KMX in Q2 2018 and has held it in 12 quarters since. The position peaked at $59K in Q3 2020. 698 funds tracked by Wall St. Rank hold KMX as of Q1 2021.

CSat Investment Advisory held 285 shares of CarMax worth $38K as of Q1 2021.
CSat Investment Advisory sold 119 CarMax shares in Q1 2021, an estimated $14.5K.
CarMax made up 0.03% of CSat Investment Advisory's portfolio in Q1 2021, its #259 holding.
CSat Investment Advisory first reported a position in CarMax in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's CarMax position peaked at $59K in Q3 2020.
698 funds tracked by Wall St. Rank held CarMax as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.