Mosaic Family Wealth’s CarMax KMX Stock Holding History

Mosaic Family Wealth’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
2019 Q2	–	Sell	-1,053	Closed	-$73K	–	402
2019 Q1	$73K	Hold	1,053	–	–	0.03%	271
2018 Q4	$66K	Sell	1,053 -220	-17%	-$14.5K	0.03%	277
2018 Q3	$83K	Hold	1,273	–	–	0.03%	254
2018 Q2	$93K	Hold	1,273	–	–	0.04%	236
2018 Q1	$79K	Hold	1,273	–	–	0.03%	252
2017 Q4	$82K	Sell	1,273 -600	-32%	-$42.8K	0.03%	260
2017 Q3	$142K	Sell	1,873 -421	-18%	-$28.1K	0.06%	231
2017 Q2	$145K	Hold	2,294	–	–	0.06%	218
2017 Q1	$136K	Hold	2,294	–	–	0.06%	225
2016 Q4	$148K	Hold	2,294	–	–	0.07%	204
2016 Q3	$122K	Hold	2,294	–	–	0.06%	231
2016 Q2	$113K	Hold	2,294	–	–	0.05%	232
2016 Q1	$117K	Sell	2,294 -700	-23%	-$33K	0.06%	203
2015 Q4	$161K	Buy	+2,994	New	+$171K	0.07%	164

Other funds holding KMX

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

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

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

RCG

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Mosaic Family Wealth's KMX Position: Q2 2019 in Review

Mosaic Family Wealth sold out of CarMax (KMX) in Q2 2019, closing a stake of 1,053 shares — an estimated $73K sold.

Mosaic Family Wealth first reported a position in KMX in Q4 2015 and held it in 14 quarters. The position peaked at $161K in Q4 2015. 585 funds tracked by Wall St. Rank hold KMX as of Q2 2019.

Mosaic Family Wealth reported no remaining CarMax position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 1,053 CarMax shares in Q2 2019, an estimated $73K.
Mosaic Family Wealth first reported a position in CarMax in Q4 2015 and held it in 14 quarters.
Mosaic Family Wealth's CarMax position peaked at $161K in Q4 2015.
585 funds tracked by Wall St. Rank held CarMax as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.