Evermay Wealth Management’s CarMax KMX Stock Holding History

Evermay 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
2024 Q3	–	Sell	-186	Closed	-$13.6K	–	610
2024 Q2	$13.6K	Hold	186	–	–	﹤0.01%	428
2024 Q1	$16.2K	Hold	186	–	–	﹤0.01%	428
2023 Q4	$14.3K	Buy	+186	New	+$12.5K	﹤0.01%	415
2023 Q3	–	Sell	-186	Closed	-$15.6K	–	570
2023 Q2	$15.6K	Hold	186	–	–	﹤0.01%	391
2023 Q1	$12K	Hold	186	–	–	﹤0.01%	402
2022 Q4	$11.3K	Hold	186	–	–	﹤0.01%	405
2022 Q3	$12K	Buy	+186	New	+$17K	﹤0.01%	380
2021 Q4	–	Sell	-130	Closed	-$17K	–	524
2021 Q3	$17K	Hold	130	–	–	﹤0.01%	351
2021 Q2	$17K	Buy	+130	New	+$16.1K	﹤0.01%	367

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

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 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

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

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Evermay Wealth Management's KMX Position: Q3 2024 in Review

Evermay Wealth Management sold out of CarMax (KMX) in Q3 2024, closing a stake of 186 shares — an estimated $13.6K sold.

Evermay Wealth Management first reported a position in KMX in Q2 2021 and held it in 9 quarters. The position peaked at $17K in Q3 2021. 741 funds tracked by Wall St. Rank hold KMX as of Q3 2024.

Evermay Wealth Management reported no remaining CarMax position as of Q3 2024 after selling out during the quarter.
Evermay Wealth Management sold 186 CarMax shares in Q3 2024, an estimated $13.6K.
Evermay Wealth Management first reported a position in CarMax in Q2 2021 and held it in 9 quarters.
Evermay Wealth Management's CarMax position peaked at $17K in Q3 2021.
741 funds tracked by Wall St. Rank held CarMax as of Q3 2024.

Based on Evermay Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.