Private Ocean’s CarMax KMX Stock Holding History

Private Ocean’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
2024 Q2	$220	Buy	+3	New	+$216	﹤0.01%	603
2024 Q1	–	Sell	-3	Closed	-$230	–	513
2023 Q4	$230	Hold	3	–	–	﹤0.01%	497
2023 Q3	$212	Hold	3	–	–	﹤0.01%	473
2023 Q2	$251	Hold	3	–	–	﹤0.01%	555
2023 Q1	$193	Hold	3	–	–	﹤0.01%	599
2022 Q4	$183	Buy	+3	New	+$193	﹤0.01%	538
2022 Q3	–	Sell	-3	Closed	–	–	597
2022 Q2	$0	Hold	3	–	–	﹤0.01%	573
2022 Q1	$0	Hold	3	–	–	﹤0.01%	664
2021 Q4	$0	Hold	3	–	–	﹤0.01%	617
2021 Q3	$0	Sell	3 -283	-99%	-$37.7K	﹤0.01%	599
2021 Q2	$37K	Buy	286 +283	+9,433%	+$35K	﹤0.01%	283
2021 Q1	$0	Hold	3	–	–	﹤0.01%	593
2020 Q4	$0	Hold	3	–	–	﹤0.01%	522
2020 Q3	$0	Buy	+3	New	+$300	﹤0.01%	531
2018 Q1	–	Sell	-46	Closed	-$3K	–	465
2017 Q4	$3K	Buy	+46	New	+$3.28K	﹤0.01%	321

Other funds holding KMX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

RCG

Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Private Ocean's KMX Position: Q2 2024 in Review

Private Ocean opened a new position in CarMax (KMX) in Q2 2024: 3 shares worth $220. The stake represents ﹤0.01% of the portfolio and ranks #603 among its holdings. This is a return to the name: Private Ocean previously reported a position in KMX as recently as Q4 2023.

Private Ocean first reported a position in KMX in Q4 2017 and has held it in 15 quarters since. The position peaked at $37K in Q2 2021. 706 funds tracked by Wall St. Rank hold KMX as of Q2 2024.

Private Ocean held 3 shares of CarMax worth $220 as of Q2 2024.
CarMax was a new Private Ocean position in Q2 2024.
CarMax made up ﹤0.01% of Private Ocean's portfolio in Q2 2024, its #603 holding.
Private Ocean first reported a position in CarMax in Q4 2017 and has held it in 15 quarters since.
Private Ocean's CarMax position peaked at $37K in Q2 2021.
706 funds tracked by Wall St. Rank held CarMax as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.