Kovitz Investment Group’s CarMax KMX Stock Holding History

Kovitz Investment Group’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
2015 Q4	$22.4M	Buy	414,398 +26,775	+7%	+$1.53M	1.38%	29
2015 Q3	$23M	Sell	387,623 -2,186	-0.6%	-$137K	1.34%	31
2015 Q2	$25.8M	Sell	389,809 -1,674	-0.4%	-$119K	1.43%	31
2015 Q1	$27M	Sell	391,483 -276,341	-41%	-$18M	1.48%	32
2014 Q4	$44.5M	Sell	667,824 -224,884	-25%	-$12.5M	2.19%	20
2014 Q3	$41.5M	Buy	892,708 +15,782	+2%	+$808K	2.13%	25
2014 Q2	$45.6M	Sell	876,926 -211,580	-19%	-$9.61M	2.38%	19
2014 Q1	$46.7M	Buy	1,088,506 +42,938	+4%	+$2.01M	2.4%	17
2013 Q4	$49.2M	Sell	1,045,568 -174,541	-14%	-$8.56M	2.24%	21
2013 Q3	$59.1M	Sell	1,220,109 -300,268	-20%	-$14.7M	2.87%	15
2013 Q2	$70.2M	Buy	+1,520,377	New	+$69M	3.6%	5

Other funds holding KMX

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Kovitz Investment Group's KMX Position: Q4 2015 in Review

Kovitz Investment Group increased its CarMax (KMX) stake by 6.9% in Q4 2015, buying an estimated $1.53M and bringing the position to 414,398 shares worth $22.4M. The position accounts for 1.38% of the portfolio, ranked #29.

Kovitz Investment Group first reported a position in KMX in Q2 2013 and has held it in 11 quarters since. The position peaked at $70.2M in Q2 2013. 424 funds tracked by Wall St. Rank hold KMX as of Q4 2015.

Kovitz Investment Group held 414,398 shares of CarMax worth $22.4M as of Q4 2015.
Kovitz Investment Group bought 26,775 CarMax shares in Q4 2015, an estimated $1.53M.
CarMax made up 1.38% of Kovitz Investment Group's portfolio in Q4 2015, its #29 holding.
Kovitz Investment Group first reported a position in CarMax in Q2 2013 and has held it in 11 quarters since.
Kovitz Investment Group's CarMax position peaked at $70.2M in Q2 2013.
424 funds tracked by Wall St. Rank held CarMax as of Q4 2015.

Based on Kovitz Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.