Gerstein Fisher’s CarMax KMX Stock Holding History

Gerstein Fisher’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
2013 Q4	–	Sell	-5,060	Closed	-$245K	–	387
2013 Q3	$245K	Buy	5,060 +168	+3%	+$8.22K	0.05%	308
2013 Q2	$226K	Buy	+4,892	New	+$222K	0.05%	290

Other funds holding KMX

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Gerstein Fisher's KMX Position: Q4 2013 in Review

Gerstein Fisher sold out of CarMax (KMX) in Q4 2013, closing a stake of 5,060 shares — an estimated $245K sold.

Gerstein Fisher first reported a position in KMX in Q2 2013 and held it in 2 quarters. The position peaked at $245K in Q3 2013. 391 funds tracked by Wall St. Rank hold KMX as of Q4 2013.

Gerstein Fisher reported no remaining CarMax position as of Q4 2013 after selling out during the quarter.
Gerstein Fisher sold 5,060 CarMax shares in Q4 2013, an estimated $245K.
Gerstein Fisher first reported a position in CarMax in Q2 2013 and held it in 2 quarters.
Gerstein Fisher's CarMax position peaked at $245K in Q3 2013.
391 funds tracked by Wall St. Rank held CarMax as of Q4 2013.

Based on Gerstein Fisher's 13F filing for Q4 2013, filed 14 Feb 2014.