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Kaizen Advisory’s CarMax KMX Stock Holding History

Kaizen Advisory’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
2018
Q4 		$30K Buy
484
+111
+30% +$7.33K 0.02% 430
2018
Q3 		$28K Hold
373
– – 0.01% 460
2018
Q2 		$27K Buy
373
+189
+103% +$12.6K 0.01% 483
2018
Q1 		$11K Hold
184
– – 0.01% 463
2017
Q4 		$12K Buy
+184
New +$13.1K 0.01% 445

Other funds holding KMX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
SA
SQ Advisors Naples, Florida $1.32B AUM 10.3% 1-Year Est. Return

Kaizen Advisory's KMX Position: Q4 2018 in Review

Kaizen Advisory increased its CarMax (KMX) stake by 30% in Q4 2018, buying an estimated $7.33K and bringing the position to 484 shares worth $30K. The position accounts for 0.02% of the portfolio, ranked #430.

Kaizen Advisory first reported a position in KMX in Q4 2017 and has held it in 5 quarters since. 533 funds tracked by Wall St. Rank hold KMX as of Q4 2018.

  • Kaizen Advisory held 484 shares of CarMax worth $30K as of Q4 2018.
  • Kaizen Advisory bought 111 CarMax shares in Q4 2018, an estimated $7.33K.
  • CarMax made up 0.02% of Kaizen Advisory's portfolio in Q4 2018, its #430 holding.
  • Kaizen Advisory first reported a position in CarMax in Q4 2017 and has held it in 5 quarters since.
  • 533 funds tracked by Wall St. Rank held CarMax as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.