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M.D. Sass LLC’s CarMax KMX Stock Holding History

M.D. Sass LLC’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
Q3 		– Sell
-90,442
Closed -$8.1M – 36
2020
Q2 		$8.1M Sell
90,442
-61,543
-40% -$4.82M 2.15% 25
2020
Q1 		$8.18M Sell
151,985
-31,795
-17% -$2.69M 2.97% 21
2019
Q4 		$16.1M Buy
183,780
+23,649
+15% +$2.22M 3.81% 7
2019
Q3 		$14.1M Buy
160,131
+19,431
+14% +$1.67M 3.33% 11
2019
Q2 		$12.2M Buy
+140,700
New +$11M 2.83% 18

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

M.D. Sass LLC's KMX Position: Q3 2020 in Review

M.D. Sass LLC sold out of CarMax (KMX) in Q3 2020, closing a stake of 90,442 shares — an estimated $8.1M sold.

M.D. Sass LLC first reported a position in KMX in Q2 2019 and held it in 5 quarters. The position peaked at $16.1M in Q4 2019. 626 funds tracked by Wall St. Rank hold KMX as of Q3 2020.

  • M.D. Sass LLC reported no remaining CarMax position as of Q3 2020 after selling out during the quarter.
  • M.D. Sass LLC sold 90,442 CarMax shares in Q3 2020, an estimated $8.1M.
  • M.D. Sass LLC first reported a position in CarMax in Q2 2019 and held it in 5 quarters.
  • M.D. Sass LLC's CarMax position peaked at $16.1M in Q4 2019.
  • 626 funds tracked by Wall St. Rank held CarMax as of Q3 2020.

Based on M.D. Sass LLC's 13F filing for Q3 2020, filed 3 Feb 2021.