First National Bank of South Miami’s CarMax KMX Stock Holding History

First National Bank of South Miami’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 Q2	$111K	Sell	1,328 -620	-32%	-$45.4K	0.09%	159
2023 Q1	$125K	Hold	1,948	–	–	0.1%	155
2022 Q4	$119K	Sell	1,948 -332	-15%	-$21.3K	0.09%	160
2022 Q3	$151K	Sell	2,280 -617	-21%	-$56.4K	0.12%	139
2022 Q2	$262K	Sell	2,897 -116	-4%	-$10.9K	0.18%	106
2022 Q1	$291K	Sell	3,013 -26	-0.9%	-$2.8K	0.18%	105
2021 Q4	$396K	Buy	3,039 +71	+2%	+$9.94K	0.24%	89
2021 Q3	$380K	Sell	2,968 -4	-0.1%	-$532	0.26%	87
2021 Q2	$384K	Sell	2,972 -10	-0.3%	-$1.24K	0.26%	86
2021 Q1	$396K	Sell	2,982 -12	-0.4%	-$1.46K	0.3%	80
2020 Q4	$283K	Sell	2,994 -22	-0.7%	-$2.06K	0.24%	87
2020 Q3	$277K	Sell	3,016 -68	-2%	-$6.79K	0.26%	84
2020 Q2	$276K	Sell	3,084 -108	-3%	-$8.46K	0.3%	80
2020 Q1	$172K	Sell	3,192 -39	-1%	-$3.3K	0.22%	96
2019 Q4	$283K	Buy	3,231 +28	+0.9%	+$2.63K	0.28%	80
2019 Q3	$267K	Hold	3,203	–	–	0.26%	87
2019 Q2	$281K	Sell	3,203 -64	-2%	-$5K	0.26%	85
2019 Q1	$228K	Buy	3,267 +138	+4%	+$8.51K	0.22%	95
2018 Q4	$184K	Buy	+3,129	New	+$206K	0.18%	111

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

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

First National Bank of South Miami's KMX Position: Q2 2023 in Review

First National Bank of South Miami reduced its CarMax (KMX) stake by 32% in Q2 2023, selling an estimated $45.4K and leaving 1,328 shares worth $111K. The position accounts for 0.09% of the portfolio, ranked #159.

First National Bank of South Miami first reported a position in KMX in Q4 2018 and has held it in 19 quarters since. The position peaked at $396K in Q4 2021. 705 funds tracked by Wall St. Rank hold KMX as of Q2 2023.

First National Bank of South Miami held 1,328 shares of CarMax worth $111K as of Q2 2023.
First National Bank of South Miami sold 620 CarMax shares in Q2 2023, an estimated $45.4K.
CarMax made up 0.09% of First National Bank of South Miami's portfolio in Q2 2023, its #159 holding.
First National Bank of South Miami first reported a position in CarMax in Q4 2018 and has held it in 19 quarters since.
First National Bank of South Miami's CarMax position peaked at $396K in Q4 2021.
705 funds tracked by Wall St. Rank held CarMax as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.