First Mercantile Trust’s CarMax KMX Stock Holding History

First Mercantile Trust’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
2020 Q2	–	Sell	-1,140	Closed	-$61K	–	911
2020 Q1	$61K	Buy	1,140 +112	+11%	+$9.48K	0.01%	670
2019 Q4	$90K	Sell	1,028 -20	-2%	-$1.88K	0.01%	712
2019 Q3	$92K	Sell	1,048 -2	-0.2%	-$172	0.01%	713
2019 Q2	$91K	Buy	1,050 +96	+10%	+$7.51K	0.01%	667
2019 Q1	$67K	Buy	954 +614	+181%	+$37.8K	0.02%	739
2018 Q4	$21K	Buy	340 +140	+70%	+$9.24K	0.01%	853
2018 Q3	$15K	Sell	200 -40	-17%	-$3.05K	﹤0.01%	871
2018 Q2	$17K	Sell	240 -1,260	-84%	-$84.1K	﹤0.01%	892
2018 Q1	$93K	Hold	1,500	–	–	0.02%	693
2017 Q4	$96K	Hold	1,500	–	–	0.02%	722
2017 Q3	$114K	Sell	1,500 -200	-12%	-$13.3K	0.02%	690
2017 Q2	$107K	Hold	1,700	–	–	0.02%	714
2017 Q1	$101K	Hold	1,700	–	–	0.02%	741
2016 Q4	$109K	Sell	1,700 -25,774	-94%	-$1.45M	0.02%	736
2016 Q3	$1.47M	Hold	27,474	–	–	0.2%	129
2016 Q2	$1.35M	Buy	27,474 +26,274	+2,190%	+$1.35M	0.17%	147
2016 Q1	$61K	Buy	+1,200	New	+$56.6K	0.01%	813

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

RCG

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Mercantile Trust's KMX Position: Q2 2020 in Review

First Mercantile Trust sold out of CarMax (KMX) in Q2 2020, closing a stake of 1,140 shares — an estimated $61K sold.

First Mercantile Trust first reported a position in KMX in Q1 2016 and held it in 17 quarters. The position peaked at $1.47M in Q3 2016. 594 funds tracked by Wall St. Rank hold KMX as of Q2 2020.

First Mercantile Trust reported no remaining CarMax position as of Q2 2020 after selling out during the quarter.
First Mercantile Trust sold 1,140 CarMax shares in Q2 2020, an estimated $61K.
First Mercantile Trust first reported a position in CarMax in Q1 2016 and held it in 17 quarters.
First Mercantile Trust's CarMax position peaked at $1.47M in Q3 2016.
594 funds tracked by Wall St. Rank held CarMax as of Q2 2020.

Based on First Mercantile Trust's 13F filing for Q2 2020, filed 10 Aug 2020.