EWM
KMX icon

Evercore Wealth Management’s CarMax KMX Stock Holding History

Evercore 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
2017
Q1 		– Sell
-21
Closed -$1K – 1014
2016
Q4 		$1K Buy
+21
New +$1.18K ﹤0.01% 979
2016
Q1 		– Sell
-226
Closed -$12K – 976
2015
Q4 		$12K Buy
+226
New +$12.9K ﹤0.01% 834

Other funds holding KMX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Evercore Wealth Management's KMX Position: Q1 2017 in Review

Evercore Wealth Management sold out of CarMax (KMX) in Q1 2017, closing a stake of 21 shares — an estimated $1K sold.

Evercore Wealth Management first reported a position in KMX in Q4 2015 and held it in 2 quarters. The position peaked at $12K in Q4 2015. 468 funds tracked by Wall St. Rank hold KMX as of Q1 2017.

  • Evercore Wealth Management reported no remaining CarMax position as of Q1 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 21 CarMax shares in Q1 2017, an estimated $1K.
  • Evercore Wealth Management first reported a position in CarMax in Q4 2015 and held it in 2 quarters.
  • Evercore Wealth Management's CarMax position peaked at $12K in Q4 2015.
  • 468 funds tracked by Wall St. Rank held CarMax as of Q1 2017.

Based on Evercore Wealth Management's 13F filing for Q1 2017, filed 15 May 2017.