Kore Private Wealth’s CarMax KMX Stock Holding History

Kore Private Wealth’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 Q3	–	Sell	-1,147	Closed	-$102K	–	711
2020 Q2	$102K	Sell	1,147 -5	-0.4%	-$392	0.02%	329
2020 Q1	$62K	Sell	1,152 -20	-2%	-$1.69K	0.01%	380
2019 Q4	$103K	Buy	+1,172	New	+$110K	0.02%	366
2019 Q2	–	Sell	-1,171	Closed	-$82K	–	537
2019 Q1	$82K	Buy	1,171 +124	+12%	+$7.64K	0.02%	310
2018 Q4	$66K	Buy	+1,047	New	+$69.1K	0.02%	325

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

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

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

ACM

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

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

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

RCG

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kore Private Wealth's KMX Position: Q3 2020 in Review

Kore Private Wealth sold out of CarMax (KMX) in Q3 2020, closing a stake of 1,147 shares — an estimated $102K sold.

Kore Private Wealth first reported a position in KMX in Q4 2018 and held it in 5 quarters. The position peaked at $103K in Q4 2019. 626 funds tracked by Wall St. Rank hold KMX as of Q3 2020.

Kore Private Wealth reported no remaining CarMax position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 1,147 CarMax shares in Q3 2020, an estimated $102K.
Kore Private Wealth first reported a position in CarMax in Q4 2018 and held it in 5 quarters.
Kore Private Wealth's CarMax position peaked at $103K in Q4 2019.
626 funds tracked by Wall St. Rank held CarMax as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.