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Newbridge Financial Services Group’s CarMax KMX Stock Holding History

Newbridge Financial Services Group’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
Q3 		– Sell
-41
Closed -$3.43K – 1361
2023
Q2 		$3.43K Hold
41
– – ﹤0.01% 1068
2023
Q1 		$2.63K Hold
41
– – ﹤0.01% 1160
2022
Q4 		$2.5K Hold
41
– – ﹤0.01% 1183
2022
Q3 		$3K Hold
41
– – ﹤0.01% 1137
2022
Q2 		$4K Hold
41
– – ﹤0.01% 1056
2022
Q1 		$4K Hold
41
– – ﹤0.01% 1144
2021
Q4 		$5K Sell
41
-400
-91% -$56K ﹤0.01% 1073
2021
Q3 		$56K Buy
441
+300
+213% +$39.9K 0.04% 380
2021
Q2 		$18K Buy
141
+100
+244% +$12.4K 0.01% 805
2021
Q1 		$5K Buy
+41
New +$4.99K ﹤0.01% 1030

Other funds holding KMX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Newbridge Financial Services Group's KMX Position: Q3 2023 in Review

Newbridge Financial Services Group sold out of CarMax (KMX) in Q3 2023, closing a stake of 41 shares — an estimated $3.43K sold.

Newbridge Financial Services Group first reported a position in KMX in Q1 2021 and held it in 10 quarters. The position peaked at $56K in Q3 2021. 682 funds tracked by Wall St. Rank hold KMX as of Q3 2023.

  • Newbridge Financial Services Group reported no remaining CarMax position as of Q3 2023 after selling out during the quarter.
  • Newbridge Financial Services Group sold 41 CarMax shares in Q3 2023, an estimated $3.43K.
  • Newbridge Financial Services Group first reported a position in CarMax in Q1 2021 and held it in 10 quarters.
  • Newbridge Financial Services Group's CarMax position peaked at $56K in Q3 2021.
  • 682 funds tracked by Wall St. Rank held CarMax as of Q3 2023.

Based on Newbridge Financial Services Group's 13F filing for Q3 2023, filed 17 Oct 2023.