Mark Sheptoff Financial Planning’s CarMax KMX Stock Holding History

Mark Sheptoff Financial Planning’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
2023 Q4	–	Sell	-200	Closed	-$14.1K	–	400
2023 Q3	$14.1K	Hold	200	–	–	0.01%	238
2023 Q2	$16.7K	Hold	200	–	–	0.01%	236
2023 Q1	$12.9K	Hold	200	–	–	0.01%	249
2022 Q4	$12.2K	Hold	200	–	–	0.01%	253
2022 Q3	$13K	Hold	200	–	–	0.01%	239
2022 Q2	$18K	Hold	200	–	–	0.01%	226
2022 Q1	$19K	Hold	200	–	–	0.01%	249
2021 Q4	$26K	Hold	200	–	–	0.01%	233
2021 Q3	$26K	Buy	+200	New	+$26.6K	0.01%	226
2016 Q3	–	Sell	-150	Closed	-$7K	–	358
2016 Q2	$7K	Hold	150	–	–	0.01%	264
2016 Q1	$8K	Hold	150	–	–	0.01%	257
2015 Q4	$8K	Hold	150	–	–	0.01%	283
2015 Q3	$9K	Buy	+150	New	+$9.4K	0.01%	261

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

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

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

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

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

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

RCG

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

Norges Bank Oslo, Norway $1T AUM

Mark Sheptoff Financial Planning's KMX Position: Q4 2023 in Review

Mark Sheptoff Financial Planning sold out of CarMax (KMX) in Q4 2023, closing a stake of 200 shares — an estimated $14.1K sold.

Mark Sheptoff Financial Planning first reported a position in KMX in Q3 2015 and held it in 13 quarters. The position peaked at $26K in Q4 2021. 705 funds tracked by Wall St. Rank hold KMX as of Q4 2023.

Mark Sheptoff Financial Planning reported no remaining CarMax position as of Q4 2023 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 200 CarMax shares in Q4 2023, an estimated $14.1K.
Mark Sheptoff Financial Planning first reported a position in CarMax in Q3 2015 and held it in 13 quarters.
Mark Sheptoff Financial Planning's CarMax position peaked at $26K in Q4 2021.
705 funds tracked by Wall St. Rank held CarMax as of Q4 2023.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2023, filed 9 Feb 2024.