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 $5.7T AUM 30.48% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Diamond Hill Capital Management

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Janus Henderson Group

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM