Old North State Trust’s CarMax KMX Stock Holding History

Old North State Trust’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
2020 Q1	–	Sell	-25	Closed	-$2K	–	226
2019 Q4	$2K	Hold	25	–	–	﹤0.01%	332
2019 Q3	$2K	Hold	25	–	–	﹤0.01%	359
2019 Q2	$2K	Hold	25	–	–	﹤0.01%	339
2019 Q1	$1K	Hold	25	–	–	﹤0.01%	370
2018 Q4	$1K	Hold	25	–	–	﹤0.01%	359
2018 Q3	$1K	Buy	+25	New	+$1.91K	﹤0.01%	367

Other funds holding KMX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

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

Old North State Trust's KMX Position: Q1 2020 in Review

Old North State Trust sold out of CarMax (KMX) in Q1 2020, closing a stake of 25 shares — an estimated $2K sold.

Old North State Trust first reported a position in KMX in Q3 2018 and held it in 6 quarters. The position peaked at $2K in Q4 2019. 560 funds tracked by Wall St. Rank hold KMX as of Q1 2020.

Old North State Trust reported no remaining CarMax position as of Q1 2020 after selling out during the quarter.
Old North State Trust sold 25 CarMax shares in Q1 2020, an estimated $2K.
Old North State Trust first reported a position in CarMax in Q3 2018 and held it in 6 quarters.
Old North State Trust's CarMax position peaked at $2K in Q4 2019.
560 funds tracked by Wall St. Rank held CarMax as of Q1 2020.

Based on Old North State Trust's 13F filing for Q1 2020, filed 15 May 2020.