Eagle Rock Investment Company’s CarMax KMX Stock Holding History

Eagle Rock Investment Company’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	-9,651	Closed	-$747K	–	154
2024 Q3	$747K	Buy	+9,651	New	+$763K	0.13%	106

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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

Eagle Rock Investment Company's KMX Position: Q4 2024 in Review

Eagle Rock Investment Company sold out of CarMax (KMX) in Q4 2024, closing a stake of 9,651 shares — an estimated $747K sold.

Eagle Rock Investment Company first reported a position in KMX in Q3 2024 and held it in 1 quarter. The position peaked at $747K in Q3 2024. 750 funds tracked by Wall St. Rank hold KMX as of Q4 2024.

Eagle Rock Investment Company reported no remaining CarMax position as of Q4 2024 after selling out during the quarter.
Eagle Rock Investment Company sold 9,651 CarMax shares in Q4 2024, an estimated $747K.
Eagle Rock Investment Company first reported a position in CarMax in Q3 2024 and held it in 1 quarter.
Eagle Rock Investment Company's CarMax position peaked at $747K in Q3 2024.
750 funds tracked by Wall St. Rank held CarMax as of Q4 2024.

Based on Eagle Rock Investment Company's 13F filing for Q4 2024, filed 15 Jan 2025.