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Next Financial Group’s CarMax KMX Stock Holding History

Next Financial 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
2021
Q4 		$38K Buy
290
+99
+52% +$13.9K ﹤0.01% 1596
2021
Q3 		$25K Buy
191
+87
+84% +$11.6K ﹤0.01% 1717
2021
Q2 		$14K Sell
104
-100
-49% -$12.4K ﹤0.01% 1874
2021
Q1 		$28K Hold
204
– – ﹤0.01% 1519
2020
Q4 		$19K Sell
204
-125
-38% -$11.7K ﹤0.01% 1556
2020
Q3 		$30K Buy
+329
New +$32.9K ﹤0.01% 1269
2020
Q2 		– Sell
-325
Closed -$17K – 1284
2020
Q1 		$17K Sell
325
-2,968
-90% -$251K ﹤0.01% 1338
2019
Q4 		$289K Buy
3,293
+17
+0.5% +$1.6K 0.03% 546
2019
Q3 		$289K Sell
3,276
-2,901
-47% -$249K 0.03% 513
2019
Q2 		$536K Buy
6,177
+1,157
+23% +$90.5K 0.06% 325
2019
Q1 		$350K Buy
5,020
+3,551
+242% +$219K 0.09% 215
2018
Q4 		$92K Buy
1,469
+404
+38% +$26.7K 0.02% 618
2018
Q3 		$80K Buy
+1,065
New +$81.2K 0.04% 428
2017
Q4 		– Sell
-25
Closed -$2K – 882
2017
Q3 		$2K Hold
25
– – ﹤0.01% 1604
2017
Q2 		$2K Sell
25
-1,597
-98% -$96.5K ﹤0.01% 1734
2017
Q1 		$95K Sell
1,622
-375
-19% -$24.4K 0.03% 506
2016
Q4 		$129K Hold
1,997
– – 0.02% 607
2016
Q3 		$107K Sell
1,997
-141
-7% -$7.99K 0.02% 636
2016
Q2 		$104K Hold
2,138
– – 0.03% 443
2016
Q1 		$109K Hold
2,138
– – 0.04% 406
2015
Q4 		$115K Buy
2,138
+2,130
+26,625% +$122K 0.04% 382
2015
Q3 		$0 Hold
8
– – ﹤0.01% 1890
2015
Q2 		$0 Hold
8
– – ﹤0.01% 1900
2015
Q1 		$0 Hold
8
– – ﹤0.01% 1906
2014
Q4 		$1K Sell
8
-400
-98% -$22.2K ﹤0.01% 1813
2014
Q3 		$19K Hold
408
– – ﹤0.01% 1444
2014
Q2 		$21K Buy
+408
New +$18.5K 0.01% 585

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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Next Financial Group's KMX Position: Q4 2021 in Review

Next Financial Group increased its CarMax (KMX) stake by 52% in Q4 2021, buying an estimated $13.9K and bringing the position to 290 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #1596.

Next Financial Group first reported a position in KMX in Q2 2014 and has held it in 27 quarters since. The position peaked at $536K in Q2 2019. 735 funds tracked by Wall St. Rank hold KMX as of Q4 2021.

  • Next Financial Group held 290 shares of CarMax worth $38K as of Q4 2021.
  • Next Financial Group bought 99 CarMax shares in Q4 2021, an estimated $13.9K.
  • CarMax made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1596 holding.
  • Next Financial Group first reported a position in CarMax in Q2 2014 and has held it in 27 quarters since.
  • Next Financial Group's CarMax position peaked at $536K in Q2 2019.
  • 735 funds tracked by Wall St. Rank held CarMax as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.