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Ellsworth Advisors’s CarMax KMX Stock Holding History

Ellsworth 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
2023
Q1 		– Sell
-32,043
Closed -$2.03M – 170
2022
Q4 		$2.03M Sell
32,043
-1,127
-3% -$72.3K 0.76% 53
2022
Q3 		$2.19M Buy
33,170
+545
+2% +$49.8K 0.94% 49
2022
Q2 		$2.95M Buy
32,625
+1,082
+3% +$102K 1.19% 42
2022
Q1 		$2.94M Buy
+31,543
New +$3.39M 1.04% 45

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Ellsworth Advisors's KMX Position: Q1 2023 in Review

Ellsworth Advisors sold out of CarMax (KMX) in Q1 2023, closing a stake of 32,043 shares — an estimated $2.03M sold.

Ellsworth Advisors first reported a position in KMX in Q1 2022 and held it in 4 quarters. The position peaked at $2.95M in Q2 2022. 671 funds tracked by Wall St. Rank hold KMX as of Q1 2023.

  • Ellsworth Advisors reported no remaining CarMax position as of Q1 2023 after selling out during the quarter.
  • Ellsworth Advisors sold 32,043 CarMax shares in Q1 2023, an estimated $2.03M.
  • Ellsworth Advisors first reported a position in CarMax in Q1 2022 and held it in 4 quarters.
  • Ellsworth Advisors's CarMax position peaked at $2.95M in Q2 2022.
  • 671 funds tracked by Wall St. Rank held CarMax as of Q1 2023.

Based on Ellsworth Advisors's 13F filing for Q1 2023, filed 12 Apr 2023.