Essex Savings Bank’s CarMax KMX Stock Holding History

Essex Savings Bank’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
2019 Q3	–	Sell	-270	Closed	-$23K	–	425
2019 Q2	$23K	Buy	270 +205	+315%	+$16K	0.01%	559
2019 Q1	$5K	Hold	65	–	–	﹤0.01%	556
2018 Q4	$4K	Buy	+65	New	+$4.29K	﹤0.01%	588

Other funds holding KMX

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 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

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Essex Savings Bank's KMX Position: Q3 2019 in Review

Essex Savings Bank sold out of CarMax (KMX) in Q3 2019, closing a stake of 270 shares — an estimated $23K sold.

Essex Savings Bank first reported a position in KMX in Q4 2018 and held it in 3 quarters. The position peaked at $23K in Q2 2019. 586 funds tracked by Wall St. Rank hold KMX as of Q3 2019.

Essex Savings Bank reported no remaining CarMax position as of Q3 2019 after selling out during the quarter.
Essex Savings Bank sold 270 CarMax shares in Q3 2019, an estimated $23K.
Essex Savings Bank first reported a position in CarMax in Q4 2018 and held it in 3 quarters.
Essex Savings Bank's CarMax position peaked at $23K in Q2 2019.
586 funds tracked by Wall St. Rank held CarMax as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.