LGWM
KMX icon

Litman Gregory Wealth Management’s CarMax KMX Stock Holding History

Litman Gregory 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
2018
Q2 		– Sell
-1,100
Closed -$68K – 137
2018
Q1 		$68K Buy
+1,100
New +$71.9K 0.03% 75

Other funds holding KMX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
SA
SQ Advisors Naples, Florida $1.32B AUM 10.3% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Litman Gregory Wealth Management's KMX Position: Q2 2018 in Review

Litman Gregory Wealth Management sold out of CarMax (KMX) in Q2 2018, closing a stake of 1,100 shares — an estimated $68K sold.

Litman Gregory Wealth Management first reported a position in KMX in Q1 2018 and held it in 1 quarter. The position peaked at $68K in Q1 2018. 537 funds tracked by Wall St. Rank hold KMX as of Q2 2018.

  • Litman Gregory Wealth Management reported no remaining CarMax position as of Q2 2018 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 1,100 CarMax shares in Q2 2018, an estimated $68K.
  • Litman Gregory Wealth Management first reported a position in CarMax in Q1 2018 and held it in 1 quarter.
  • Litman Gregory Wealth Management's CarMax position peaked at $68K in Q1 2018.
  • 537 funds tracked by Wall St. Rank held CarMax as of Q2 2018.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2018, filed 9 Aug 2018.