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Elmwood Wealth Management’s CarMax KMX Stock Holding History

Elmwood Wealth Management’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
Q1 		– Sell
-1,319
Closed -$172K – 219
2021
Q4 		$172K Buy
+1,319
New +$185K 0.08% 117
2021
Q2 		$170K Hold
1,319
– – 0.09% 114
2021
Q1 		$175K Buy
+1,319
New +$161K 0.11% 110

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
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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Elmwood Wealth Management's KMX Position: Q1 2022 in Review

Elmwood Wealth Management sold out of CarMax (KMX) in Q1 2022, closing a stake of 1,319 shares — an estimated $172K sold.

Elmwood Wealth Management first reported a position in KMX in Q1 2021 and held it in 3 quarters. The position peaked at $175K in Q1 2021. 695 funds tracked by Wall St. Rank hold KMX as of Q1 2022.

  • Elmwood Wealth Management reported no remaining CarMax position as of Q1 2022 after selling out during the quarter.
  • Elmwood Wealth Management sold 1,319 CarMax shares in Q1 2022, an estimated $172K.
  • Elmwood Wealth Management first reported a position in CarMax in Q1 2021 and held it in 3 quarters.
  • Elmwood Wealth Management's CarMax position peaked at $175K in Q1 2021.
  • 695 funds tracked by Wall St. Rank held CarMax as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.