LVW Advisors’s CarMax KMX Stock Holding History

LVW 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 Q3	–	Sell	-5,855	Closed	-$530K	–	231
2022 Q2	$530K	Sell	5,855 -9	-0.2%	-$846	0.11%	130
2022 Q1	$566K	Sell	5,864 -1,198	-17%	-$129K	0.1%	134
2021 Q4	$920K	Sell	7,062 -783	-10%	-$110K	0.16%	100
2021 Q3	$1M	Hold	7,845	–	–	0.17%	90
2021 Q2	$1.01M	Buy	7,845 +284	+4%	+$35.1K	0.18%	89
2021 Q1	$1M	Hold	7,561	–	–	0.19%	85
2020 Q4	$714K	Buy	7,561 +236	+3%	+$22.1K	0.14%	89
2020 Q3	$673K	Hold	7,325	–	–	0.15%	87
2020 Q2	$656K	Sell	7,325 -12	-0.2%	-$940	0.16%	86
2020 Q1	$395K	Sell	7,337 -4,748	-39%	-$402K	0.11%	98
2019 Q4	$1.06M	Hold	12,085	–	–	0.24%	71
2019 Q3	$1.06M	Hold	12,085	–	–	0.26%	68
2019 Q2	$1.05M	Sell	12,085 -2,948	-20%	-$231K	0.29%	61
2019 Q1	$1.05M	Buy	+15,033	New	+$927K	0.28%	62
2018 Q4	–	Sell	-4,308	Closed	-$322K	–	163
2018 Q3	$322K	Hold	4,308	–	–	0.09%	125
2018 Q2	$314K	Hold	4,308	–	–	0.1%	110
2018 Q1	$267K	Buy	+4,308	New	+$282K	0.08%	122

Other funds holding KMX

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

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

LVW Advisors's KMX Position: Q3 2022 in Review

LVW Advisors sold out of CarMax (KMX) in Q3 2022, closing a stake of 5,855 shares — an estimated $530K sold.

LVW Advisors first reported a position in KMX in Q1 2018 and held it in 17 quarters. The position peaked at $1.06M in Q3 2019. 640 funds tracked by Wall St. Rank hold KMX as of Q3 2022.

LVW Advisors reported no remaining CarMax position as of Q3 2022 after selling out during the quarter.
LVW Advisors sold 5,855 CarMax shares in Q3 2022, an estimated $530K.
LVW Advisors first reported a position in CarMax in Q1 2018 and held it in 17 quarters.
LVW Advisors's CarMax position peaked at $1.06M in Q3 2019.
640 funds tracked by Wall St. Rank held CarMax as of Q3 2022.

Based on LVW Advisors's 13F filing for Q3 2022, filed 14 Oct 2022.