MFW
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return