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Lake Street Advisors Group’s CarMax KMX Stock Holding History

Lake Street Advisors 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
2024
Q4 		$338K Sell
4,140
-79
-2% -$6.21K 0.02% 410
2024
Q3 		$326K Sell
4,219
-86
-2% -$6.8K 0.02% 423
2024
Q2 		$316K Buy
+4,305
New +$310K 0.02% 435

Other funds holding KMX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Lake Street Advisors Group's KMX Position: Q4 2024 in Review

Lake Street Advisors Group reduced its CarMax (KMX) stake by 1.9% in Q4 2024, selling an estimated $6.21K and leaving 4,140 shares worth $338K. The position accounts for 0.02% of the portfolio, ranked #410.

Lake Street Advisors Group first reported a position in KMX in Q2 2024 and has held it in 3 quarters since. 750 funds tracked by Wall St. Rank hold KMX as of Q4 2024.

  • Lake Street Advisors Group held 4,140 shares of CarMax worth $338K as of Q4 2024.
  • Lake Street Advisors Group sold 79 CarMax shares in Q4 2024, an estimated $6.21K.
  • CarMax made up 0.02% of Lake Street Advisors Group's portfolio in Q4 2024, its #410 holding.
  • Lake Street Advisors Group first reported a position in CarMax in Q2 2024 and has held it in 3 quarters since.
  • 750 funds tracked by Wall St. Rank held CarMax as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.