Lenox Wealth Advisors’s CarMax KMX Stock Holding History

Lenox Wealth Advisors’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
2022 Q1	$11K	Sell	110 -12	-10%	-$1.29K	﹤0.01%	471
2021 Q4	$16K	Buy	+122	New	+$17.1K	﹤0.01%	437
2021 Q1	–	Sell	-229	Closed	-$22K	–	727
2020 Q4	$22K	Buy	+229	New	+$21.5K	﹤0.01%	299
2013 Q4	–	Sell	-102	Closed	-$5K	–	393
2013 Q3	$5K	Buy	+102	New	+$4.99K	﹤0.01%	163

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

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

RCG

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Lenox Wealth Advisors's KMX Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its CarMax (KMX) stake by 9.8% in Q1 2022, selling an estimated $1.29K and leaving 110 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

Lenox Wealth Advisors first reported a position in KMX in Q3 2013 and has held it in 4 quarters since. The position peaked at $22K in Q4 2020. 695 funds tracked by Wall St. Rank hold KMX as of Q1 2022.

Lenox Wealth Advisors held 110 shares of CarMax worth $11K as of Q1 2022.
Lenox Wealth Advisors sold 12 CarMax shares in Q1 2022, an estimated $1.29K.
CarMax made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #471 holding.
Lenox Wealth Advisors first reported a position in CarMax in Q3 2013 and has held it in 4 quarters since.
Lenox Wealth Advisors's CarMax position peaked at $22K in Q4 2020.
695 funds tracked by Wall St. Rank held CarMax as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.