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Lenox Wealth Management’s CarMax KMX Stock Holding History

Lenox Wealth Management’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
Q1 		– Sell
-298
Closed -$26K – 736
2019
Q4 		$26K Buy
+298
New +$28K 0.01% 334
2014
Q2 		– Sell
-200
Closed -$9K – 172
2014
Q1 		$9K Sell
200
-226
-53% -$10.6K ﹤0.01% 147
2013
Q4 		$20K Buy
+426
New +$20.9K 0.01% 123

Other funds holding KMX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lenox Wealth Management's KMX Position: Q1 2020 in Review

Lenox Wealth Management sold out of CarMax (KMX) in Q1 2020, closing a stake of 298 shares — an estimated $26K sold.

Lenox Wealth Management first reported a position in KMX in Q4 2013 and held it in 3 quarters. The position peaked at $26K in Q4 2019. 560 funds tracked by Wall St. Rank hold KMX as of Q1 2020.

  • Lenox Wealth Management reported no remaining CarMax position as of Q1 2020 after selling out during the quarter.
  • Lenox Wealth Management sold 298 CarMax shares in Q1 2020, an estimated $26K.
  • Lenox Wealth Management first reported a position in CarMax in Q4 2013 and held it in 3 quarters.
  • Lenox Wealth Management's CarMax position peaked at $26K in Q4 2019.
  • 560 funds tracked by Wall St. Rank held CarMax as of Q1 2020.

Based on Lenox Wealth Management's 13F filing for Q1 2020, filed 20 Apr 2020.