McKinley Carter Wealth Services’s CarMax KMX Stock Holding History

McKinley Carter Wealth Services’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 Q4	–	Sell	-3,713	Closed	-$245K	–	295
2022 Q3	$245K	Sell	3,713 -34,833	-90%	-$3.18M	0.02%	252
2022 Q2	$3.49M	Buy	38,546 +139	+0.4%	+$13.1K	0.31%	65
2022 Q1	$3.71M	Buy	38,407 +414	+1%	+$44.5K	0.29%	69
2021 Q4	$4.95M	Sell	37,993 -58	-0.2%	-$8.12K	0.37%	60
2021 Q3	$4.87M	Buy	38,051 +914	+2%	+$122K	0.4%	58
2021 Q2	$4.8M	Buy	37,137 +261	+0.7%	+$32.3K	0.4%	62
2021 Q1	$4.89M	Buy	36,876 +2,425	+7%	+$295K	0.42%	58
2020 Q4	$3.25M	Buy	34,451 +6,299	+22%	+$591K	0.43%	66
2020 Q3	$2.59M	Buy	+28,152	New	+$2.81M	0.58%	46

Other funds holding KMX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

RCG

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

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

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

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

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

McKinley Carter Wealth Services's KMX Position: Q4 2022 in Review

McKinley Carter Wealth Services sold out of CarMax (KMX) in Q4 2022, closing a stake of 3,713 shares — an estimated $245K sold.

McKinley Carter Wealth Services first reported a position in KMX in Q3 2020 and held it in 9 quarters. The position peaked at $4.95M in Q4 2021. 657 funds tracked by Wall St. Rank hold KMX as of Q4 2022.

McKinley Carter Wealth Services reported no remaining CarMax position as of Q4 2022 after selling out during the quarter.
McKinley Carter Wealth Services sold 3,713 CarMax shares in Q4 2022, an estimated $245K.
McKinley Carter Wealth Services first reported a position in CarMax in Q3 2020 and held it in 9 quarters.
McKinley Carter Wealth Services's CarMax position peaked at $4.95M in Q4 2021.
657 funds tracked by Wall St. Rank held CarMax as of Q4 2022.

Based on McKinley Carter Wealth Services's 13F filing for Q4 2022, filed 8 Feb 2023.