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Herndon Capital Management’s CarMax KMX Stock Holding History

Herndon Capital Management’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
2016
Q4 		– Sell
-18
Closed -$1K – 396
2016
Q3 		$1K Hold
18
– – ﹤0.01% 492
2016
Q2 		$1K Buy
+18
New +$925 ﹤0.01% 505

Other funds holding KMX

Primecap Management
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Herndon Capital Management's KMX Position: Q4 2016 in Review

Herndon Capital Management sold out of CarMax (KMX) in Q4 2016, closing a stake of 18 shares — an estimated $1K sold.

Herndon Capital Management first reported a position in KMX in Q2 2016 and held it in 2 quarters. The position peaked at $1K in Q3 2016. 471 funds tracked by Wall St. Rank hold KMX as of Q4 2016.

  • Herndon Capital Management reported no remaining CarMax position as of Q4 2016 after selling out during the quarter.
  • Herndon Capital Management sold 18 CarMax shares in Q4 2016, an estimated $1K.
  • Herndon Capital Management first reported a position in CarMax in Q2 2016 and held it in 2 quarters.
  • Herndon Capital Management's CarMax position peaked at $1K in Q3 2016.
  • 471 funds tracked by Wall St. Rank held CarMax as of Q4 2016.

Based on Herndon Capital Management's 13F filing for Q4 2016, filed 2 Feb 2017.