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
2016 Q1	–	Sell	-700	Closed	-$37K	–	817
2015 Q4	$37K	Buy	+700	New	+$40K	0.02%	361

Other funds holding KMX

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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.