Gofen & Glossberg’s CarMax KMX Stock Holding History

Gofen & Glossberg’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
2022 Q4	–	Sell	-3,073	Closed	-$203K	–	602
2022 Q3	$203K	Buy	3,073 +136	+5%	+$12.4K	0.01%	501
2022 Q2	$266K	Buy	+2,937	New	+$276K	0.01%	437

Other funds holding KMX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

RCG

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

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

Gofen & Glossberg's KMX Position: Q4 2022 in Review

Gofen & Glossberg sold out of CarMax (KMX) in Q4 2022, closing a stake of 3,073 shares — an estimated $203K sold.

Gofen & Glossberg first reported a position in KMX in Q2 2022 and held it in 2 quarters. The position peaked at $266K in Q2 2022. 658 funds tracked by Wall St. Rank hold KMX as of Q4 2022.

Gofen & Glossberg reported no remaining CarMax position as of Q4 2022 after selling out during the quarter.
Gofen & Glossberg sold 3,073 CarMax shares in Q4 2022, an estimated $203K.
Gofen & Glossberg first reported a position in CarMax in Q2 2022 and held it in 2 quarters.
Gofen & Glossberg's CarMax position peaked at $266K in Q2 2022.
658 funds tracked by Wall St. Rank held CarMax as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.