Ergoteles’s CarMax KMX Stock Holding History

Ergoteles’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 Q3	–	Sell	-55,019	Closed	-$4.61M	–	474
2023 Q2	$4.61M	Buy	+55,019	New	+$4.03M	0.22%	109
2023 Q1	–	Sell	-55,810	Closed	-$3.4M	–	1510
2022 Q4	$3.4M	Buy	+55,810	New	+$3.58M	0.12%	163
2022 Q3	–	Sell	-27,487	Closed	-$2.49M	–	1771
2022 Q2	$2.49M	Buy	+27,487	New	+$2.58M	0.07%	271
2022 Q1	–	Sell	-6,945	Closed	-$904K	–	1438
2021 Q4	$904K	Buy	+6,945	New	+$973K	0.04%	444
2020 Q4	–	Sell	-3,200	Closed	-$294K	–	798
2020 Q3	$294K	Buy	+3,200	New	+$320K	0.04%	353

Other funds holding KMX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ergoteles's KMX Position: Q3 2023 in Review

Ergoteles sold out of CarMax (KMX) in Q3 2023, closing a stake of 55,019 shares — an estimated $4.61M sold.

Ergoteles first reported a position in KMX in Q3 2020 and held it in 5 quarters. The position peaked at $4.61M in Q2 2023. 683 funds tracked by Wall St. Rank hold KMX as of Q3 2023.

Ergoteles reported no remaining CarMax position as of Q3 2023 after selling out during the quarter.
Ergoteles sold 55,019 CarMax shares in Q3 2023, an estimated $4.61M.
Ergoteles first reported a position in CarMax in Q3 2020 and held it in 5 quarters.
Ergoteles's CarMax position peaked at $4.61M in Q2 2023.
683 funds tracked by Wall St. Rank held CarMax as of Q3 2023.

Based on Ergoteles's 13F filing for Q3 2023, filed 14 Nov 2023.