Gradient Investments’s CarMax KMX Stock Holding History

Gradient Investments’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	-140	Closed	-$10.3K	–	859
2024 Q2	$10.3K	Buy	+140	New	+$10.1K	﹤0.01%	739
2024 Q1	–	Sell	-219	Closed	-$16.8K	–	1558
2023 Q4	$16.8K	Hold	219	–	–	﹤0.01%	736
2023 Q3	$15.5K	Hold	219	–	–	﹤0.01%	725
2023 Q2	$18.3K	Buy	219 +133	+155%	+$9.74K	﹤0.01%	708
2023 Q1	$5.53K	Hold	86	–	–	﹤0.01%	928
2022 Q4	$5.24K	Hold	86	–	–	﹤0.01%	923
2022 Q3	$6K	Hold	86	–	–	﹤0.01%	912
2022 Q2	$8K	Buy	+86	New	+$8.09K	﹤0.01%	823
2018 Q4	–	Sell	-27	Closed	-$2K	–	1013
2018 Q3	$2K	Buy	+27	New	+$2.06K	﹤0.01%	835
2015 Q2	–	Sell	-233	Closed	-$16K	–	677
2015 Q1	$16K	Buy	+233	New	+$15.2K	﹤0.01%	343

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 $3.38T AUM 44.17% 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

Gradient Investments's KMX Position: Q3 2024 in Review

Gradient Investments sold out of CarMax (KMX) in Q3 2024, closing a stake of 140 shares — an estimated $10.3K sold.

Gradient Investments first reported a position in KMX in Q1 2015 and held it in 10 quarters. The position peaked at $18.3K in Q2 2023. 742 funds tracked by Wall St. Rank hold KMX as of Q3 2024.

Gradient Investments reported no remaining CarMax position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 140 CarMax shares in Q3 2024, an estimated $10.3K.
Gradient Investments first reported a position in CarMax in Q1 2015 and held it in 10 quarters.
Gradient Investments's CarMax position peaked at $18.3K in Q2 2023.
742 funds tracked by Wall St. Rank held CarMax as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.