Lee Financial’s CarMax KMX Stock Holding History

Lee Financial’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 Q1	–	Sell	-33	Closed	-$2.53K	–	521
2023 Q4	$2.53K	Buy	+33	New	+$2.22K	﹤0.01%	695
2018 Q3	–	Sell	-125	Closed	-$9K	–	592
2018 Q2	$9K	Hold	125	–	–	﹤0.01%	504
2018 Q1	$8K	Buy	+125	New	+$8.17K	﹤0.01%	534

Other funds holding KMX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

RCG

Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lee Financial's KMX Position: Q1 2024 in Review

Lee Financial sold out of CarMax (KMX) in Q1 2024, closing a stake of 33 shares — an estimated $2.53K sold.

Lee Financial first reported a position in KMX in Q1 2018 and held it in 3 quarters. The position peaked at $9K in Q2 2018. 716 funds tracked by Wall St. Rank hold KMX as of Q1 2024.

Lee Financial reported no remaining CarMax position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 33 CarMax shares in Q1 2024, an estimated $2.53K.
Lee Financial first reported a position in CarMax in Q1 2018 and held it in 3 quarters.
Lee Financial's CarMax position peaked at $9K in Q2 2018.
716 funds tracked by Wall St. Rank held CarMax as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.