Junto Capital Management’s CarMax KMX Stock Holding History

Junto 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
2020 Q1	–	Sell	-356,065	Closed	-$31.2M	–	49
2019 Q4	$31.2M	Sell	356,065 -360,233	-50%	-$33.9M	1.47%	30
2019 Q3	$63M	Sell	716,298 -151,812	-17%	-$13M	3.75%	9
2019 Q2	$75.4M	Buy	868,110 +500,726	+136%	+$39.2M	4.35%	7
2019 Q1	$25.6M	Buy	+367,384	New	+$22.6M	1.47%	31
2017 Q4	–	Sell	-171,854	Closed	-$13M	–	43
2017 Q3	$13M	Sell	171,854 -44,418	-21%	-$2.96M	1.07%	34
2017 Q2	$13.6M	Buy	+216,272	New	+$13.1M	1.2%	29

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

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

RCG

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

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

ACM

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Junto Capital Management's KMX Position: Q1 2020 in Review

Junto Capital Management sold out of CarMax (KMX) in Q1 2020, closing a stake of 356,065 shares — an estimated $31.2M sold.

Junto Capital Management first reported a position in KMX in Q2 2017 and held it in 6 quarters. The position peaked at $75.4M in Q2 2019. 560 funds tracked by Wall St. Rank hold KMX as of Q1 2020.

Junto Capital Management reported no remaining CarMax position as of Q1 2020 after selling out during the quarter.
Junto Capital Management sold 356,065 CarMax shares in Q1 2020, an estimated $31.2M.
Junto Capital Management first reported a position in CarMax in Q2 2017 and held it in 6 quarters.
Junto Capital Management's CarMax position peaked at $75.4M in Q2 2019.
560 funds tracked by Wall St. Rank held CarMax as of Q1 2020.

Based on Junto Capital Management's 13F filing for Q1 2020, filed 15 May 2020.