Grandfield & Dodd’s CarMax KMX Stock Holding History

Grandfield & Dodd’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	-3,682	Closed	-$240K	–	193
2022 Q3	$240K	Hold	3,682	–	–	0.02%	168
2022 Q2	$330K	Hold	3,682	–	–	0.03%	152
2022 Q1	$360K	Hold	3,682	–	–	0.02%	160
2021 Q4	$480K	Hold	3,682	–	–	0.03%	142
2021 Q3	$470K	Hold	3,682	–	–	0.03%	141
2021 Q2	$480K	Hold	3,682	–	–	0.03%	132
2021 Q1	$490K	Hold	3,682	–	–	0.04%	134
2020 Q4	$350K	Hold	3,682	–	–	0.03%	148
2020 Q3	$340K	Hold	3,682	–	–	0.03%	142
2020 Q2	$330K	Buy	+3,682	New	+$289K	0.03%	146
2020 Q1	–	Sell	-3,682	Closed	-$323K	–	180
2019 Q4	$323K	Hold	3,682	–	–	0.03%	148
2019 Q3	$324K	Hold	3,682	–	–	0.03%	144
2019 Q2	$320K	Hold	3,682	–	–	0.03%	149
2019 Q1	$257K	Hold	3,682	–	–	0.03%	153
2018 Q4	$231K	Hold	3,682	–	–	0.03%	152
2018 Q3	$275K	Sell	3,682 -2,369	-39%	-$181K	0.03%	160
2018 Q2	$441K	Hold	6,051	–	–	0.05%	135
2018 Q1	$375K	Hold	6,051	–	–	0.04%	142
2017 Q4	$388K	Sell	6,051 -1,298	-18%	-$92.6K	0.04%	144
2017 Q3	$557K	Hold	7,349	–	–	0.06%	123
2017 Q2	$463K	Buy	7,349 +1,674	+29%	+$101K	0.05%	136
2017 Q1	$336K	Hold	5,675	–	–	0.04%	150
2016 Q4	$365K	Hold	5,675	–	–	0.05%	147
2016 Q3	$303K	Buy	+5,675	New	+$322K	0.04%	155

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

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

RCG

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

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

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

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

ACM

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Grandfield & Dodd's KMX Position: Q4 2022 in Review

Grandfield & Dodd sold out of CarMax (KMX) in Q4 2022, closing a stake of 3,682 shares — an estimated $240K sold.

Grandfield & Dodd first reported a position in KMX in Q3 2016 and held it in 24 quarters. The position peaked at $557K in Q3 2017. 656 funds tracked by Wall St. Rank hold KMX as of Q4 2022.

Grandfield & Dodd reported no remaining CarMax position as of Q4 2022 after selling out during the quarter.
Grandfield & Dodd sold 3,682 CarMax shares in Q4 2022, an estimated $240K.
Grandfield & Dodd first reported a position in CarMax in Q3 2016 and held it in 24 quarters.
Grandfield & Dodd's CarMax position peaked at $557K in Q3 2017.
656 funds tracked by Wall St. Rank held CarMax as of Q4 2022.

Based on Grandfield & Dodd's 13F filing for Q4 2022, filed 20 Jan 2023.