EIP
KMX icon

Ellis Investment Partners’s CarMax KMX Stock Holding History

Ellis Investment Partners’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
2022
Q4 		– Sell
-19
Closed -$1K – 485
2022
Q3 		$1K Hold
19
– – ﹤0.01% 763
2022
Q2 		$1K Hold
19
– – ﹤0.01% 762
2022
Q1 		$1K Buy
19
+6
+46% +$645 ﹤0.01% 785
2021
Q4 		$1K Buy
+13
New +$1.82K ﹤0.01% 779

Other funds holding KMX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ellis Investment Partners's KMX Position: Q4 2022 in Review

Ellis Investment Partners sold out of CarMax (KMX) in Q4 2022, closing a stake of 19 shares — an estimated $1K sold.

Ellis Investment Partners first reported a position in KMX in Q4 2021 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 657 funds tracked by Wall St. Rank hold KMX as of Q4 2022.

  • Ellis Investment Partners reported no remaining CarMax position as of Q4 2022 after selling out during the quarter.
  • Ellis Investment Partners sold 19 CarMax shares in Q4 2022, an estimated $1K.
  • Ellis Investment Partners first reported a position in CarMax in Q4 2021 and held it in 4 quarters.
  • Ellis Investment Partners's CarMax position peaked at $1K in Q3 2022.
  • 657 funds tracked by Wall St. Rank held CarMax as of Q4 2022.

Based on Ellis Investment Partners's 13F filing for Q4 2022, filed 31 Jan 2023.